Private Client Issues – June 2026


4th June 2026

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.

Dealing with death: Bereavement Support Payment

The Bereavement Support Payment in the UK is a benefit designed to help people who have lost a spouse, civil partner or co-habiting partner. We look at eligibility, payment rates, application deadlines and tax and benefits.

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Protecting your pet in your Will

Pets can be seen as part of the family by some, which is why it is important to include specific instructions in your Will to look after your pet. Tips include naming a specific ‘Pet Guardian’, and leaving a straightforward cash legacy.

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A 90-second guide to current probate timescales

Why do delays happen when it comes to probate and what can you do to help? We look at practical guidance, including avoiding the dreaded stop queue, locating paperwork, settling Inheritance Tax, and communicating with beneficiaries.

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Business LPAs and your company: what the Model Articles allow

A business Lasting Power of Attorney can appoint attorneys specifically for business purposes with the intention that they step in and manage the donor’s business affairs in the event that the donor loses mental capacity. We look at what Model Articles allow.

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Donor conception: should I use a UK licensed clinic or private sperm donor?

Whether to have treatment at a UK licensed clinic or through a private arrangements can be a very personal, and sometimes difficult decision. What are the legal differences between donor conception through a UK licensed clinic and private sperm donation?

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Lifetime gifting and good record keeping

Making financial gifts is one of the best ways to potentially limit your exposure to Inheritance Tax. In the most read Private Client article published this year, we highlight a lack of understanding on the rules on lifetime gifts and what is expected of an executor.

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The risks of DIY wills

The second most popular article in 2026 looks at uncertainty, delays and costs of a lengthy dispute over the precise interpretation of someone’s wishes in a Will. We highlight how this could have been avoided if a solicitor is engaged in the preparation of a Will.

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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.

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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articles

2 June
Laura Richards and Jennifer Williamson unpack some common mistakes with trust assets in divorce and when trustees should seek legal advice. Read More

articles

1 June
Annabel Winsor looks at the legal differences between donor conception through a UK licensed clinic and private sperm donation. Whether to have treatment at a UK licensed clinic or through... Read More

newsletters

7 May
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... Read More