Private Client Issues – November 2023

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 do we mean by intestacy?

When someone dies without leaving a valid Will, their estate is referred to as being ‘intestate’ rather than ‘testate’. As a result, the intestacy rules in England and Wales will apply.

Read more about intestacy

How do ‘leave to remove’ applications work?

How does it work if you are separating and looking to move abroad with children? You can make a leave to remove application.

Read more about leave to remove applications

Ethical investments – when can a trustee go green?

Increasingly trustees are saying that they would like to have more ethical investments in their portfolios. Unfortunately, it is not that simple. We look into when you can invest ethically.

Read more about investments

Key points to note for drafting a Will

What do you need to know when it comes to drafting a Will? We look into the treatment of debt, the true value of your estate and charitable giving.

Read more about Wills

Blake Morgan named as a Top Family Law Firm

We have been recognised as one of the top family law firms in the UK in 2023 by eprivateclient.

Read more about the award

Private wealth recognition for Blake Morgan

Our Private Client team has also been recognised for their private wealth expertise following a survey of over 150 law firms in the UK.

Read more about our private wealth recognition

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.