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 »
It is commonly known that if you give away assets in your lifetime, you must survive 7 years before the gift falls outside your estate and would qualify for inheritance tax exemption. A less well-known relief allows you to make regular gifts, provided it is out of your surplus income, which would not fall within… Read more »
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 »
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 »
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 »
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 »
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 »
Leading North West law firm, SAS Daniels LLP, is continuing on its 2014 growth curve with the retention of two newly qualified solicitors, Steven Percy and Caroline Fearns, after the pair successfully completed the firm’s two-year training programme. SAS Daniels, which has offices in Stockport, Macclesfield, Chester and Congleton, was recently named as a finalist… Read more »
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 »
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 »
