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Articles & Blogs Private Client

The Office of the Public Guardian's New Standards for Professional Deputies

Wednesday, 02 September 2015

The Office of the Public Guardian has been promising reforms to their supervision of deputies for some time.


Articles & Blogs Private Client

Ilott v Mitson - Is there any truth behind the headlines?

Wednesday, 02 September 2015

Ilott v Mitson [2015] EWCA Civ 797 finally reached the Court of Appeal at the end of July 2015. The Court of Appeal's decision was widely reported in


Articles & Blogs Private Client

Hope for Trustees Concerned About Self-Dealing

Wednesday, 02 September 2015

Trustees' obligations to protect the interests of the benficiaries is paramount.


Articles & Blogs Private Client

Private Wealth blog - Variations on a Deed

Thursday, 27 August 2015

It is estimated that around 60 per cent of adults in the UK have not made a Will, including a third of those aged over 55. Clearly if they die unexpectedly their Estate may not devolve as they wish.


Articles & Blogs Private Client

Private Wealth - New Dawn in European Succession

Monday, 17 August 2015

It seems somehow fitting that on 17 August, when much of Europe is en vacances, is the day that the EU Succession Regulation comes into force.


Articles & Blogs Private Client

Private Wealth - Thy Will Be Done

Friday, 14 August 2015

Thy Will be Done - The headlines that accompanied the Court of Appeal decision in the long running case of Ilott v Mitson last month were typically dramatic.


Articles & Blogs Family Business Private Client

Farmers' Daughter Excluded from Family Business Awarded Over £1 million

Friday, 26 June 2015

The Court of Appeal’s decision in Davies v Davies highlights the importance of agreeing and managing the expectations of the next generation of the family business as part of wider succession planning.


Articles & Blogs Private Client

Art in Your Attic May Pay Your Tax Bill

Thursday, 04 June 2015

An important collection of paintings by Winston Churchill was recently offered in lieu of inheritance tax due on the estate of Mary Soames, Churchill’s last surviving child.


Brexit Articles & Blogs Private Client

Brexit - Implications of Leaving the EU for UK Private Clients

Friday, 24 June 2016

Brexit - Leaving the EU will undoubtedly have a significant impact. For private clients, the main concerns will be around property ownership, inheritance, taxation and freedom of movement.


Articles & Blogs Private Client

Could your estate be at risk from a claim after your death?

Tuesday, 17 May 2016

Recently there has been a lot of publicity surrounding the case of Heather Ilott, who successfully claimed against her mother, Melita's estate after she died.


Articles & Blogs Divorce & Family Private Client

For Richer for Poorer... the Consequences of Divorce

Thursday, 04 June 2015

Over the course of a marriage, financial affairs tend to become entangled for numerous reasons, including one party receiving an inheritance or the couple making differing levels of contributions, both financially and otherwise.

For Richer for Poorer... the Consequences of Divorce

Articles & Blogs Private Client

Lasting Powers of Attorney - What Safeguards Should You Consider?

Tuesday, 07 August 2018

The benefits of putting a Lasting Power of Attorney (LPA) in place are compelling. Without one, there will be no one invested with the formal legal authority to help you if you become unable to manage your own matters.

Lasting Power of Attorney

Articles & Blogs Private Client

Need to Know Guide - Rise in Stamp Duty Land Tax Charges

Tuesday, 26 April 2016

On 1 April 2016, Stamp Duty Land Tax (SDLT) rates were raised on purchases of additional residential properties in England, Wales, and Northern Ireland.


Articles & Blogs Private Client VWV approach

News in Brief - Probate Fees - all change?

Tuesday, 24 May 2016

In February 2016, the Ministry of Justice published a consultation on proposals to reform the current fixed fee structure for personal representatives applying for a grant of probate or representation. At present, applications for grants, for estates


Articles & Blogs Private Client

Non-dom Reforms - what is changing and how will it affect you?

Friday, 22 July 2016

Life used to be straightforward, and, from a tax point of view, advantageous, for non-domiciled UK residents.