Posts tagged with: #Private Client
It’s Update Your Will Week 2026 — a timely reminder of why keeping your will up to date matters. This blog explains how a current, legally valid will protects your loved ones, clarifies your wishes for your estate and guardianship, and helps avoid costly disputes. Whether you’ve recently had a major life change or just haven’t reviewed your will in years, we outline key reasons to check it now and make sure it reflects your intentions.
Learn what a discretionary trust is, how it works and who’s involved, plus the benefits for protecting assets, providing for loved ones and offering flexibility in estate planning. This article explains how trustees and beneficiaries interact and outlines potential tax implications, helping you decide whether a discretionary trust suits your circumstances.
A Lasting Power of Attorney (LPA) acts like insurance for your future, giving trusted people authority to manage your affairs if you can’t. Without one, your family may face stress and costly court processes. Learn the importance of both Health and Welfare and Property and Financial Affairs LPAs, and how to put them in place for peace of mind.
Holidays are a time for fun and relaxation, but they also come with risks that many of us prefer not to think about. Reviewing and updating your Will before you travel is a sensible step in life planning. Whether you’re heading abroad or staying in the UK, a clear, up-to-date Will provides peace of mind and protects your loved ones should the unexpected happen.
Find out whether getting married or entering into a civil partnership can reduce your inheritance tax liability. Discover how UK inheritance tax rules treat married and cohabiting couples differently, and why relationship status plays a crucial role in estate planning. For couples thinking about the future, understanding these legal and financial distinctions could be key to protecting family wealth across generations.
Recently, there has been a lot of news coverage on the story that Max George (who is most commonly known for being a member of the boyband The Wanted), wrote a Will on his mobile phone moments before undergoing heart surgery. While this action may have been made in a moment of panic or fear, […]
We have had a flurry of clients recently, who have been given “advice” about Wills, Trusts and Probate by individuals who are not solicitors or indeed any other qualified professional with knowledge and experience of the law around these important issues. This leads us to ask, where are you getting your information from about these […]
This article answers six common questions about mental capacity and Lasting Powers of Attorney (LPAs). It explains how capacity is assessed, what happens if it’s in doubt, and the role of court-appointed deputies where no LPA exists.
It is not uncommon to find families disagreeing on the way a deceased loved one should be memorialised. The added dimension of second family, or blended families, have increased the potential for conflict. However, more often than not, even if family members agree with cremation, it is the fate of the ashes that then becomes the point […]
