Article Category: Estate Administration & Probate – Insight & Opinion

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 »

Pay Now or Pay More Later: The Cost of Not Writing a Will

Last Will and Testament paper documents to make a Will

Failure to plan for death can have catastrophic consequences for a spouse or partner, both emotionally and financially, which go far beyond what the deceased may have intended to happen. The remedy for the family left with no protection due to the deceased not writing a Will, would be that they are forced to apply… 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 »

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 »