Private Client Issues – December 2024
Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private individuals.
Our teams work both from our offices and remotely and are happy to meet with you virtually, or in person where this is preferred. We have found that many clients prefer the convenience of a video meeting, whilst other prefer face to face, particularly for the first meeting.
What are the financial implications of marriage?
Marriage is considered the ultimate gesture of love and commitment. It can be easy to overlook that marriage is also a binding legal contract carrying rights and responsibilities, including financial obligations.
What happens if I can’t find a deceased’s Will?
We examine what you should do if you cannot find a Will, including where to start, what if there is a presumption that the Will has been destroyed, or if the Will was known to be in existence after the death?
National Grief Awareness Week – 2 to 8 December 2024: a lawyer’s perspective
This is an annual event with the aim of encouraging people to talk about grief in an honest and straightforward manner. It is also an important time to highlight the availability of experienced professionals to assist in dealing with this difficult topic.
Guidance on fluctuating capacity
The Court of Protection has issued guidance relating to fluctuating capacity, when anticipatory declarations are appropriate and when this is not necessary by virtue of sections 5 and 6 of the Mental Capacity Act 2005.
How should mid contract price rises be communicated to consumers?
Recent investigations into the advertising practices of mobile phone companies have raised significant concerns regarding how companies communicate mid contract price increases. We take a look in detail.
What is Residence Nil Rate Band?
We revisit the most read private wealth blog of the year, which looked at what Residence Nil Rate Band is. It is beneficial for all who have descendants and who own or have owned their own property.
If you are impacted by any of the above topics or you would like further information on how we can help you, please contact your usual Blake Morgan adviser. You can also receive regular updates by following Blake Morgan on LinkedIn.
Season’s greetings
We would like to send you our warmest wishes for the festive season along with a happy New Year from all at Blake Morgan. Being the season of giving, each of our offices have supported the following charities in 2024:
- Cardiff: Wales Air Ambulance
- London: British Heart Foundation
- Oxford: Dementia UK
- Reading: Launchpad
- South Coast: Ben Pavitt’s Legacy of Love Fund, which contributes to Children’s Cancer and Leukaemia Group
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