Article Category: Personal & Family Law – Insight & Opinion

Estate Administration: Falling Out Over The Family Silver

When a loved one dies without a Will it is often left to the immediate family to start the estate administration, sort out the funeral and secure the valuables of the person who has died. If there are tensions within the family and siblings don’t get on, this can cause problems as decisions need to… Read more »

Removing A Trustee Who Has Mental Capacity Issues

Many people take on the role of trustee either professionally or as a trusted family member or a friend. The role of a trustee can go on for many years and it is not uncommon for someone to lose mental capacity and therefore need to remove a trustee who has mental capacity issues. When an individual… Read more »

Can I Challenge A Will?

Administering an estate is not always straightforward and concerns can be raised by both the beneficiaries and the executors of a Will. Below are a few of the frequently asked questions and their answers to help you through the estate administration process and understand when you can challenge a Will. I have been left out… Read more »

Discretionary Trusts: Don’t Wait For A Family Dispute To Happen

A recent case about a family farming partnership has highlighted the need to take independent legal advice, even when a solicitor is advising the family and everyone is getting on well at the time. Without it you could be shocked by the result of future disputes, particularly when it comes to assets left in discretionary… Read more »

How Can You Claim A Refund On Your LPA Application Fee?

The Ministry of Justice have today, Thursday, 1st February, announced that they have launched the OPG fee refund scheme. This means that many people can now claim a refund for their Lasting Power of Attorney (LPA) application fee. Who is entitled to a refund? If you made a LPA or an Enduring Power of Attorney… Read more »

Are You And Your Family Missing Out On Important Succession Planning Advice?

Recent research carried out by Brewin Dolphin with Opinium* discovered that 47% of UK adults surveyed have never discussed passing on their legacy. Unfortunately by not taking professional advice on your succession planning, your family may pay more inheritance tax on the legacy they receive from you. A consultation with a legal advisor could help… Read more »

How Can You Help Elderly Residents Avoid Financial Abuse?

Financial abuse of the elderly is rapidly escalating and it is estimated that one in every six people over the age of 60 will fall victim at some point. How are the elderly targeted?   Whilst there are many rogue traders, conmen and scammers who will prey on the elderly and vulnerable, it is an… Read more »

New HMRC Trust Registration Service: What Do You Need To Know?

HMRC announced new reporting requirements for trustees who are responsible for Trusts with tax consequences and have also launched a new Trust Registration Service. These updates follow the new EU Money Laundering Regulations and mean that the majority of Trusts which require reporting must submit data by 5 December 2017. But what information is required,… Read more »