Wills, probate, tax and trusts

Your Will and a Transgender Beneficiary

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As people transition from one gender to the other, how might this affect a person’s Will, in particular, will a change of gender or accompanying change of name cause a problem. More …

Have you updated your will in the light of the Residence Nil Rate Band?

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On 6 April 2017 an additional inheritance tax relief known as the Residence Nil Rate Band (RNRB) was introduced. This may have reduced inheritance tax for many, but the provisions are complex, as highlighted by the Chancellor Philip Hammond's recent call for the Office of Tax Simplification (OTS) to review the UK’s inheritance tax regime, and outline ways in which the tax can be simplified. More …

How your ability to understand your Will may affect your ability to say "I do"

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Claims that a Will is invalid because a person did not have the ability, or testamentary capacity, to make it are now familiar. However the test of capacity varies depending on the situation and the recent Court of Protection case of Re DMM [2017] EWCOP 32 and 33 questioned the legal test for the capacity to marry and in particular whether it required the person to understand that marriage would automatically revoke their Will. More …

Refunds for Power of Attorney Fees

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It is not often that solicitors write about refunds but we have good news for anyone who applied to register a power of attorney between 1 April 2013 and 31 March 2017. More …

Do I need (help with obtaining) probate? And what else should I consider?

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When a friend or loved one dies, and after the funeral and grieving time, a general (but important) question may be: what (if anything) do I do next? Is probate required? More …

The (Copy) right to Break the Royal Seal

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There was an interesting application to the Family Court recently for the purposes of releasing the will and codicil of HRH the Duke of Windsor from a sealed envelope for the purposes of copying the contents to confirm the copyright owner of the literary work contained within. More …

Will going digital simplify probate applications?

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Dealing with someone's estate can be complicated and often involves lots of paperwork. Will the Probate Registry's online service save applicants time and money? Read our article below and decide for yourself. More …

Could equity release help with a Christmas debt hangover?

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Research by the Money Advice Trust reveals that a third of Britons (16.9 million) borrowed money to pay for presents for Christmas and a fifth (10.4 million) of us borrowed to put food on the Christmas table. One solution some people turn to to pay off debt is equity release. More …

Looking for a place in the sun? How to ensure your Spanish property passes to your chosen beneficiary on death

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As the winter months draw in on us, a holiday home in Spain seems like a very appealing prospect but have you thought about what will happen to that property on your death? More …

Should I make a Living Will?

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With life expectancy ever-increasing and with 9.9 million new cases of dementia reported each year worldwide, people are becoming increasingly concerned about their long term health. More …