I have been left nothing when I thought I would have inherited something, what can I do?

So you have been left nothing or not as much as you thought you would get – what rights do you have? There are two ways an individual can dispose of their estate: by executing a Will or in absence of this document then in accordance with the Intestacy Rules. What can I do? The […]

HMRC’s inheritance tax investigations hit four year high – but what reliefs may be available to an estate to reduce any inheritance tax liability

According to a recent article, HMRC have seen a record high of £274million in respect of inheritance tax claimed from over 5,000 investigations undertaken in the 2019-20 tax year. For clarity, an investigation by HMRC is undertaken to ensure that all assets have been accounted for when completing the relevant tax paperwork to apply for […]

Signing your Will via video link – is it really as simple as it sounds?

You may have seen the announcement by the Ministry of Justice on 25th July 2020 advising legislation coming into effect in September 2020 which enables individuals to video-witness the execution of their wills if they are unable to observe the normal formalities, and cannot have two independent witnesses present. For many this has been a […]

Are you an Attorney having difficulty acting under a Lasting Power of Attorney?

A recent article prepared by my colleague Ellen Stiles highlighted the importance of preparing a Lasting Power of Attorney, especially in light of the current pandemic where they have been invaluable, not only for the vulnerable and elderly, but to a much wider group of people from all sections of society, who have required assistance […]

A Will prepared by a Beneficiary upheld in Court

The recent case of McCarthy v McCarthy of 10th July 2020 saw the Court uphold the Will of the late Margaret Wilcox despite the circumstances in which it was prepared being questioned by two of her children who argued undue influence.  In this case the Will of the late Mrs Wilcox had been written by […]

Ask the Expert with Helen Taylor TEP

Question: My elderly mum died recently leaving the family home, which was in her sole name as my dad died many years ago, to me and my older half-brother. He is my mum’s son from her first marriage, and is now 65, single and childless. He has had, since he was a toddler, little or […]

Lasting Powers of Attorney & Coronavirus

During the current Coronavirus outbreak, and with the lockdown in place, you will find a Lasting Power of Attorney invaluable. A Lasting Power of Attorney (LPA) is a legally binding document whereby you can appoint someone, known as your Attorney, to make decisions and act for you when you are unable to do so for […]

Residence Nil Rate Band has increased to £175,000 – Q&A

As of today, 6th April 2020, the Residence Nil Rate Band (RNRB) has increased to £175,000 per person. Q: So, what is the Residence Nil Rate Band? A: The RNRB is an additional inheritance tax allowance which came into force in April 2017. The allowance was initially set at £100,000, increased each tax year by […]

Will writing in the current pandemic

In light of current circumstances with COVID-19, the Law Society and Ministry of Justice are currently reviewing the requirements around witnessing wills, in an effort to make is easier for individuals to sign their wills during these uncertain times. Current legislation provides that your Will must be signed by the testator (the person making the […]

Not All Heroes Wear Capes – 50% off Wills for Northamptonshire & Buckinghamshire NHS Staff

Many law firms around the UK, including ourselves, have seen an increase in the number of enquiries relating to preparing or updating a Will, mainly from elderly or vulnerable individuals. In light of current circumstances, key workers, those who are working on the frontline of the pandemic, have also been advised to put their affairs […]


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