Category: Private Client
April 2015
Change in Succession Law for British Nationals
Author: Zara Munday
The upcoming changes to European Law will allow greater flexibility to owners of foreign property and give individuals increased control over who they can leave their property to once they have passed away. The following article is relevant for individuals who have moved from England to a participating EU state and for those who live in England but have property in a participating EU state.
June 2014
Where there's a Will, there isn't always a way
Author: Elizabeth Muston
Some years ago, an elderly client visited our offices to update his Will. We found that his wife also needed a Will but he wasn’t sure if she could make one because she was in a nursing home hundreds of miles away suffering from dementia. We suggested that a solicitor local to the home should visit her to try to establish whether she could understand enough to make a Will and if so, whether she wanted to. We heard no more…
October 2013
Tax Savvy Education Trusts
Author: William Edwards
For parents who are concerned about Inheritance Tax (IHT) following their own deaths, education trusts are a tax efficient means of both financing their children’s education and reducing the value of their estate for IHT purposes.
October 2011
Why do I need a Will?
If you do not have a valid Will the law sets out who gets your money, your property and all your personal effects. You would have no say over what happens to your assets when you die and this can cause difficulties for those you care about most; therefore, everyone should have a Will.
