trusts

Jul

2023

Declaration of Death Opens Way for Administration of Missing Teacher’s Estate

Written by Tracy Creed

When a person goes missing without trace, the fact that their assets are left in limbo often adds to the agony suffered by their loved ones. However, as a High Court ruling in a very sad case showed, such impasses can if necessary be broken by a...

Mar

2023

Making a Will? Thought About Appointing a Professional Executor?

Written by Charlotte Jones

When you die, it is the executor or executors of your will who will bear the burden of distributing your estate to your chosen beneficiaries. You are perfectly free to appoint a family member or friend to that important role but, as a High Court...

Jan

2023

Think Hard Before Changing Your Will – High Court Cautionary Tale

Written by Katie Maxwell-S...

Keeping your will up to date is a very good idea, but making changes that are likely to disappoint members of your family who might expect to inherit can be a recipe for disaster after your death. That was certainly so in a High Court case...

Jan

2023

Bequests to Disabled Relatives – Professional Advice is Essential

Written by Lorna Payne

Leaving money to a disabled relative in your will is obviously a worthy act. As a High Court ruling showed, however, in the absence of careful drafting and professional advice, your generosity may have serious and unforeseen legal implications. The...

Jul

2022

When Should You Make a Lasting Power of Attorney?

Written by Megan Heger

Lasting powers of attorney (LPAs) enable thousands of vulnerable people to have their financial and other affairs managed by others whom they trust. However, as a High Court case showed, it is vital to remember that they can only be granted by those...

Mar

2022

Wife Sees Off Bankruptcy Trustees' Attempt to Sell Off Her Home

Written by Hayley Caprani-...

When people dispose of assets shortly before having themselves declared bankrupt, it is inevitable that eyebrows will often be raised. However, as a judge's ruling showed, it is one thing to allege an improper motive and quite another to prove it....

Feb

2022

Moral and Legal Obligations are Different – Family Inheritance Dispute

Written by Hayley Caprani-...

There can be a world of difference between a moral obligation and a legal one. The High Court made that point in rejecting a daughter's claim that part of her deceased mother's stake in a residential property was held on trust for her. By the...

Nov

2021

Inheritance and the Impact of Intestacy on Stepchildren – Guideline Ruling

Written by Samantha Elsmore

In an era of increasingly fluid family relationships, many children are brought up by step-parents – but what is the consequence of that social change in terms of inheritance? The High Court addressed that issue in a guideline ruling. The case...

Oct

2021

How to prepare for a will appointment

Written by Samantha Elsmore

Preparing for any meeting is important, but preparing for a will making appointment will help you maximise the time you have with your solicitor. Samantha Hughes gives you a few pointers to help you prepare. Link to video

Mar

2021

Lasting Powers of Attorney – It makes sense to appoint a professional

Written by Tracy Creed

Granting a lasting power of attorney (LPA) is an invaluable means by which you can ensure that your affairs will be managed by someone you trust in the event that you lose the ability to look after yourself. As a Court of Protection case showed,...

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Declaration of Death Opens Way for Administration of Missing Teacher’s Estate

Making a Will? Thought About Appointing a Professional Executor?

Think Hard Before Changing Your Will – High Court Cautionary Tale

Bequests to Disabled Relatives – Professional Advice is Essential

When Should You Make a Lasting Power of Attorney?

Wife Sees Off Bankruptcy Trustees' Attempt to Sell Off Her Home

Moral and Legal Obligations are Different – Family Inheritance Dispute

Inheritance and the Impact of Intestacy on Stepchildren – Guideline Ruling

How to prepare for a will appointment

Lasting Powers of Attorney – It makes sense to appoint a professional

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