Private Client Issues – January 2025
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.
Why the courts are saying “no” to Rupert Murdoch and how this affects you
You may wonder what could possibly connect you with the 93-year old tycoon and billionaire, Rupert Murdoch? It has to do with looking to change family trusts. Can this be done?
Inheritance Tax and HMRC statistics
With strong feelings being expressed about inheritance tax, the facts are important. We look at inheritance tax and HMRC statistics. However, not all the facts are shown by statistics.
How to reduce your Inheritance Tax Bill during your lifetime
When an individual is planning for their future and providing for their loved ones upon death, there are different types of lifetime gifts which can be useful tools to potentially reduce their Inheritance Tax liability.
Do I need to make a Will or can I rely on the Intestacy rules?
If you die without having made a Will, you die ‘intestate’ and the rules of intestacy will determine the distribution your estate. It is important to understand what the intestacy rules are and how they impact your estate.
What does resealing a Grant of Probate mean?
Why would you need to reseal a Grant of Probate? We look at the reasons behind resealing a foreign Grant of Probate and the process required in order to look after your estate.
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.
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