Article Category: Estate Administration & Probate – Insight & Opinion

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 »

Why a Commercial Lasting Power of Attorney is Important for Your Business

Running a business involves planning for the future and setting goals. Unfortunately, illness or incapacity is not something we can predict. A Commercial Lasting Power of Attorney (LPA) can help to ensure your business continues to run smoothly should you lose capacity or be unable to run your business due to ill health. What is… Read more »

Passing a Family Farm onto the next Generation

Many farmers want to pass their farm onto the next generation and to do so as tax efficiently as possible. It is therefore essential that farming families plan carefully for the future of the farm and their business interests, whilst thinking about their long-term aims carefully and with tax liabilities in mind. Farming Families and… Read more »

Contentious Probate: how to deal with relatives squabbling over the estate

Contentious Probate Q&A My father has recently passed and I am the executor of his estate. He had a lot of personal effects, which my relatives are squabbling over. What should I do? These personal effects are called chattels. As executor, it is your duty to collect his personal effects and distribute them to the beneficiaries of… Read more »

Making a Will: Will Writer v Solicitors

Will writing is not currently regulated so anyone can write a Will. If you want to, you can write a Will yourself by picking up a will pack from your local post office or newsagents. It is also now possible to attend a course to learn how to write a Will in a day, for… Read more »

Does an Adopted Child have Inheritance Rights?

The law surrounding the inheritance rights of adopted children can seem incredibly complex and confusing with many adopted children not knowing where they stand legally when either their biological or adopted parents pass away. Adopted parents: Children who have been legally adopted are treated in exactly the same way as biological children for the purposes… Read more »

Is it time to simplify the Inheritance Tax process?

The Office of Tax Simplification (OTS) published its Inheritance Tax Review in November 2018. The review demonstrates that changes desperately need to be made to the administration process. The purpose of the report: Dealing with estate administration often places a huge burden on executors. The OTS recognises that the responsibility of dealing with the estate… Read more »