Private Client Issues – July 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.

Chattels and Capital Gains Tax explained

When administering an estate, there can be changes to the value of some items, chattels, and it is the responsibility of the executors to ensure that the correct capital gains tax rules are applied.

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Why should you appoint a professional executor in your Will?

Who you choose as your executor is a significant decision that you will need to make when writing your Will. We look at why you may want to appoint a professional executor in your Will.

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What to look for in travel insurance

You’re on holiday, let your hair down! Some people say the rules are different when you go on holiday. This article highlights what to look for in your travel insurance and the advice is don’t holiday like a fool. 

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Private school fees remain subject to VAT

We look at a High Court judgment that has confirmed private school fees will remain subject to VAT after a challenge to the government policy was rejected.

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Recognition for Blake Morgan’s Family lawyers

Blake Morgan’s family lawyers have been recognised for their excellence in the latest Doyle’s Guide. Jennifer Williamson, Simon Burge and the South Coast team received acclaim.

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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.