Article Category: Estate Administration & Probate

Deciding Who Inherits Your Estate When You Die

The recent case of Wales v Dixon 2020 highlights the importance of giving clear instructions when making a Will to ensure that your wishes are carried out following death and it is clear who inherits your estate. Helen Gowin, Head of Estate Administration at SAS Daniels LLP outlines the case. Mr Wales died in 2015… Read more »

Death of a Joint Owner With a Mortgage

man dealing with death of a joint owner with a mortgage

If you own a property with other people, the way you own it together will be important no more so when one of the owners dies. If there is a mortgage on the property, further complications may arise as to who takes over the debt. A property can be owned jointly – either as joint… Read more »

Wills for Business Owners – Why Is It Important?

Vicky Timothy, Senior Associate Solicitor in our Private Client team, outlines the main benefits of Wills for business owners and, also, some of the risks you may wish to avoid if you die intestate (without a Will in place). There are many reasons why business owners should ensure that they have a Will in place…. Read more »

Initial Steps to Take after Someone Dies

Coping with the death of a close family member or friend is understandably difficult and, at a time of loss, there are a number of practicalities that need to be dealt with more quickly than others. The initial steps that should be taken immediately after someone dies are: Register the Death The death should normally… Read more »

Estate Administration Documents: Which Papers Should I Keep?

If you have been appointed as an executor of someone’s Will, or have taken up a role of personal representative if there wasn’t a  Will, you may have amassed a number of estate administration documents during the course of the process. These papers were important to ensure everything is accounted for, and in particular, to… Read more »

SAS Daniels LLP raises the bar in legal rankings

North West law firm, SAS Daniels LLP, has achieved its best ever rankings in national legal guides, Chambers UK and The Legal 500. Rankings in Chambers UK and The Legal 500 are key to the firm’s credentials, recognising the firm’s specialist teams, based solely on merit, and reinforcing its proposition as ‘No ordinary law firm’…. Read more »

Intestacy rule changes do not rule out the need for a will.

Where someone dies without disposing of all their estate by a valid will, the intestacy rules dictate who inherits. These intestacy rules have changed. From Wednesday, 1 October 2014 the Inheritance and Trustees’ Powers Act 2014 came into force. Prior to 1 October 2014, if someone died without a will and was survived by a spouse… Read more »

SAS Daniels highlights the importance of leaving a lasting legacy

Two projects have recently given residents in Congleton the opportunity to make a difference to the community. The Chappell Centre and Age UK Cheshire East’s new Congleton Hub were set up following generous legacies left under the wills of people who previously lived in Congleton. Leaving a gift to a local charity either during your… Read more »