Private Client Issues – September 2022

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.

Tips for long-term care and looking forward

It’s best to talk about long-term care early, before the need for medical or personal care is imminent. Spencer Gardner outlines what you need to know when choosing and financing long-term care options for you and your family.

Read more on long-term care

Issues with timeshares

Despite the popularity of timeshares, particularly in the 1980s, we are now increasingly seeing issues when it comes to the disposal of timeshares and particularly where they form part of a deceased’s estate.

Read more on timeshares

What are your options for Lasting Powers of Attorney?

If your elderly relatives are showing signs of having difficulties managing their financial arrangements, such as organising payments or making withdrawals from the bank, it may be time to talk about Power of Attorney.

Read more on Power of Attorney

The treatment of public sector pensions on divorce

Public sector pensions on divorce have been in the news recently with the McCloud issue, but how are those pension assets treated on divorce?

Read more on pensions in divorce 

Leaving charitable gifts in your Will

If you are looking to give a gift to charity in a Will, Remember a Charity Week, between 5-11 September, is a great place to start. We look at the importance of leaving a charitable gift in your Will and how you can do it.

Read more on leaving a gift to charity in your Will

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.