Christmas – it can be the most wonderful day of the year for all ages. During the challenges we have…
A month on since the last episode of Channel 5 The Inheritance aired, which you can still stream on catch…
It can be quite common for people to provide financial assistance to their adult children (or grandchildren); particularly when they…
About Kieran
As a Paralegal at Moore Barlow, I can help and assist my team with a wide variety of…
About Felicia
Being a paralegal within the court of protection team, I pride myself in providing unwavering compassionate care, empathy…
What is a Lasting Power of Attorney?
Lasting Powers of Attorney (LPAs) are legal documents that allow you to appoint…
About Leigh
As a paralegal in the private wealth team I am dedicated to provide support and guidance to all…
Executors have many responsibilities – one being to notify potential creditors and beneficiaries of the death. This can be done…
The quick answer, it depends. Unfortunately, leaving foreign property under your English Will is not as straightforward as it seems.…
As everyone is aware, interest rates are on the way up. However, not everyone realises that rising interest rates are…
When a loved one dies there is a lot to think about and so it can be difficult to know…
It was recently the third anniversary of the Government introducing a new type of tax return: the Capital Gains Tax…
About Flavia
I am a private wealth solicitor with experience in advising domestic and international clients on wills, lasting powers…
Last week, 5th to 11th June was Carers Week. Carers Week is an annual campaign to highlight the numerous challenges…
Dementia UK advises that there are currently 900,000 people living with dementia in the UK, with the numbers set to…
In the magical world of Disney, tales of adventure, romance, and self-discovery often captivate audiences of all ages. Amidst the…
Terry Pratchett, the well known author of fantasy novels once wrote that “those of us with dementia need a little…
Lisa Marie Presley, Elvis’ only child, died unexpectedly at aged 54 after suffering cardiac arrest at her home in Southern…
About Nick
I am a qualified solicitor handling estate administration matters and will drafting for the firm’s clients in Richmond…
For many couples, the thought of having to pay large tax bills when transferring assets as part of a divorce…
Insight bites: Wealth planning in an uncertain world
Seismic economic shifts in the UK and globally are driving a renewed…
About Tara
I am a trainee solicitor currently undertaking my second seat in the private wealth team. I primarily support…
In celebration of International Women’s Day 2023 some of the women in the Private Wealth team have shared their experiences…
About Nikita
I am a trainee solicitor in the private wealth team at the Guildford office. I primarily support other…
I was invited by the Lady Nafisa Secondary School to speak about my career path since leaving school. The event…
With the final day of the tax year (5 April 2023) just a few weeks away, it is that time…
The legalities surrounding inheritance are often complex and naturally there are various misconceptions that people have around wills and probate…
About Claire
I specialise in wills and inheritance tax planning, probate and estate administration and Powers of Attorney.
I am…
Update Your Will week 2023 is from 23 to 29 January, and is hosted by Solicitors For the Elderly. If you don’t…
You have discovered you are an Executor but you are not sure what this will involve and whether you will…
About Kevin
I have over twenty years of experience working with trusts, previously as a trust manager within a major…
Half a million more families across the UK have acted to protect their financial affairs from unexpected illness or serious…
I was born in a town in the North East of England called Middlesbrough which is famous for its industry…
About Saima
I am a Solicitor in our Woking and Richmond office. After obtaining a First Class in my BSc…
The author PG Wodehouse once wrote “it was a confusion of ideas between him and one of the lions he…
There were concerns regarding drastic and immediate tax changes in the Autumn Statement, but this did not occur. For example,…
The Chancellor has given his Autumn Statement. Given the current economic challenges – regarding the pandemic, and the war in Ukraine,…
When someone dies, one of the first steps for the personal representatives is to establish what assets and liabilities are…
July: Mr Sunak
August: Mr Zahawi
September: Mr Kwarteng
October: Mr Hunt
Whilst this might look more like some sort…
Right from the start, I have always loved being a lawyer. I have always been organised, driven and hard-working, and,…
The Government called it a “fiscal event” and then a “Growth Plan”. The media called it a “mini-Budget”. It was…
Did you know that globally nearly 50 million people are living with dementia? (alzheimers.org.uk)
We believe it is important to…
To charge or not to charge – that is the question. A case summary of Da Silva v Heselton (also known as…
Many people will make gifts to loved ones out of their natural love and affection, but also in an attempt…
Last month the Government released draft legislation in relation to changing how capital gains tax (CGT) will apply after a…
About Kiran
I am a private wealth solicitor based in the Richmond office with expertise in advising a range of…
Taper Relief is an often misunderstood and misquoted inheritance tax relief. But it is a very useful and beneficial relief.…
Asking the difference between a Power of Attorney and Court of Protection is a common question for people when considering…
With all the doom and gloom about the economy, the cost of living rising fast and set to rise even…
Inheritance Tax (IHT) is primarily a tax paid on assets upon a person’s death if their assets are above their available tax…
As you may already be aware, HMRC introduced new criteria for when a Trust needs to be registered on the…
Recently Moore Barlow commission a survey on 250 high-net worth individuals and discovered that personal wealth among UK adults that…
In recent months it is likely that you will have heard about Akshata Murty (the wife of Chancellor Rishi Sunak)…
I have worked in Private Client my whole working life, but I had not intended to work in Wills and…
With the Alzheimer’s Society’s Dementia Action Week now having drawn to a close, more people are conscious of the importance…
Any fans of BBC’s The Split will have seen the appearance of a Private Client lawyer in the last episode of the…
Private wealth lawyers advise individuals on a wide variety of personal matters providing general or specific tax advice in the…
In March we published an article entailed, Should I replace my Enduring Power of Attorney with a Lasting Power of…
A key decision that parents often have to make when drawing up new Wills is the question of who should…
An executor, also known as a personal representative, is appointed by someone, often a relative, in their will to deal…
As a Private Client lawyer, I have seen an increase in clients having to readdress their wills due to a…
Wednesday 6 April 2022 marks the start of a new tax year. For once, this doesn’t mean any changes to…
What is a Declaration of Trust?
A Declaration of Trust is a legal document that is drawn up when people…
On Wednesday 23 March 2022, the Chancellor announced his Spring Statement. Unlike most newspapers, I won’t quite go as far…
Enduring Powers of Attorney (EPAs) were replaced by Lasting Powers of Attorney (LPAs) in October 2007. Both an EPA and a…
New research finds that the UK’s high-earners are more likely to invest in property and high-value items than buy into…
Updates to the Inheritance Tax (Delivery of Accounts) (Excepted Estates) (Amendment) Regulations 2020
The Inheritance Tax (Delivery of Accounts) (Excepted…
Following a death, the world of the administration of an estate can be a confusing time for loved ones. There…
When selling your business or business assets, it is vital to consider what you want at the end of the…
It is still common to come across a lot of clients who haven’t made Wills for a number of reasons. …
HMRC first introduced the TRS in 2017 when it was necessary for Trusts with a tax liability to be registered.…
Aiming to simplify the inheritance tax process and make this less daunting for Personal Representatives (“PRs”), the Inheritance Tax (Delivery…
Introduction
The Enterprise Investment Scheme (EIS) is a Government scheme designed to encourage individuals to invest into certain companies, thereby…
Trusts and their administration are a diverse and often misunderstood area of law, which when used correctly, can provide real…
When making a Will, deciding who to appoint as an executor is extremely important. The executor is the person or…
A Deed of Variation, which must be signed in the presence of two witnesses, is often used by a beneficiary…
Many people want to give gifts to family and friends during their lifetime. Not only does this mean that you…
Last year more than £3 billion was left to charitable causes through Wills alone. Care needs to be taken to…
The lead up to every Budget will often involve discussion about possible changes to the tax system. This was particularly…
We are living in an increasingly digital world. Whether it is online banking, social media accounts or photographs stored in…
There are various issues that need to be considered when administering an estate. Whilst many people will be aware that…
My colleague Michelle Ranasinghe-Carter recently shared with us Five reasons to make a Will in your 20s. As the title…
What is a Power of Attorney?
A Power of Attorney is a legal document which allows a person (known as…
With marriages and civil partnerships having to be postponed on more than one occasion for a huge number of people…
There are many things to deal with when someone is diagnosed with Alzheimer’s, but what’s important to remember is that…
One of the first questions I am asked by clients is how long will the administration of the estate take? …
About Bethany
I am a Solicitor in the private wealth team based in our Guildford office.
I assist clients with…
The law can be scary and confusing to people who do not have much to do with it and, like…
Moore Barlow is proud to announce that we have been ranked in Chambers High Net Worth (HNW) 2021, reflecting the…
Often, people in their twenties think they do not need a Will, and it is a task that remains low…
When thinking about how your estate will be passed on, you will naturally want to make sure that your wishes…
Many say they will make a Will but do nothing. Perhaps they think making a Will is expensive or they…
On top of the Nil Rate band of £325,000, since 2017, individuals can also receive the Residence Nil Rate Band.…
You can’t help but notice that Britney Spears is splashed across the papers again with dramatic stories about her conservatorship…
The basics of estate planning remain unchanged, but Covid-19 has inevitably forced some temporary measures to be adopted, with aspects…
From the #FreeBritney campaign, a protest aiming to end the Conservatorship over pop singer Britney Spears to last year’s film…
Administering the estate of someone who has recently died is often far from straightforward, and navigating your way round the…
2021 is going to be a challenging year for many investors and to protect against the risk of intense market…
The Office of Tax Simplification (OTS) has now released the second part of its review into Capital Gains Tax (CGT).…
When facing a marital breakdown* and an uncertain future, often the last thing that parties think about is their estate…
There are several considerations to think about when preparing a Will, but pets can often be overlooked. As a Labrador…
Mental capacity is having the ability to make a decision, such as: what to wear; whether to have surgery or…
The severe and lengthy Covid-19 illness of Derek Draper has received heavy coverage in the media.
The recent documentary “Kate…
About Nikita
I am an associate in our Lymington office, part of the private wealth team.
I work in a…
The standard rates of SDLT on acquiring residential property currently range between 0% and 12%. In addition to this however,…
The loss of a loved one, whether it be a friend or a family member, can be an overwhelming time…
Making a Will can be a daunting task, especially when you are trying to plan for a number of different…
What is an LPA?
An LPA is a legal document that allows you (the donor) to appoint representatives (attorneys) to…
Clients who suffer personal injuries and are awarded compensation are often advised to set up what is known as a…
Most people make Lasting Powers of Attorney in case they lose capacity later in life but, sadly, mental or physical…
Budget 2021 has been announced. Unsurprisingly, given the ongoing pandemic, a large part of the Chancellor’s speech was focused on…
The end of the current 2020/21 tax year is approximately one month away now (5 April 2021). For many people,…
Whether done during life, or on death, gifting money or other assets to charity is very common and commendable. This…
For those watching ITV’s ‘Finding Alice’, the show has raised questions for viewers concerning inheritance tax. In the very first…
Preparation of Wills
Preparation of Lasting Powers of Attorney
Trust Administration
Probate – Estate Administration
I am a Paralegal in…
About Sadhna
I am a Paralegal in our Lymington office, part of the Private Wealth team.
I work in a…
The Wills Act 1837 (Electronic Communications) (Amendment) (Coronavirus) Order 2020 has come into effect this month making it legal for…
The Moss family has farmed Manor Farm for 150 years and is a highly respected local family. They’re just about…
Back in July 2020, I wrote about the Chancellor commissioning the Office of Tax Simplification (OTS) to undertake a review…
Top 100 UK law firm Moore Barlow today announces that partner Philip Whitcomb has authored a new book which is…
Moore Barlow supports Make a Will Fortnight with Woking & Sam Beare Hospices
Moore Barlow is proud to be supporting…
With Remembrance Day coming up in the 75th year after the end of World War II, a year which has…
This blog explains the stages and timescales involved when you are the executor of someone’s affairs and have a legal…
A lasting power of attorney (LPA) is a legal document that allows a person to give another person or persons,…
About Naomi
I am a specialist Private Wealth solicitor with high quality experience in providing advice to individuals and families…
On 13 July, the Chancellor wrote to the Office of Tax Simplification (OTS) to request that a review is undertaken…
Executors can find themselves in a difficult position when faced with the prospect of purchasing assets from an estate, even…
The whole idea of getting up at 6am on a dark winter’s morning to ride out in the pouring rain…
About Emma
I joined Moore Barlow LLP (formerly Barlow Robbins LLP) in 2016 and worked as a paralegal in both…
About Charlotte
I work within the private wealth and tax department.
My role includes assisting with Trust administration which involves…
About Daniel
I enjoy advising and helping clients on a wide variety of their personal matters including: administration of estates…
About Alexandra
I am a Partner in the Private Client department, and am based in the firm’s Woking office.
I…
About Sophie
I assist clients with a variety of legal work relating to their personal affairs and planning for the…
About Felicity
I am a Solicitor in the private wealth department based in the Guildford office.
I help clients plan…
About Elizabeth
I advise clients and their families with legal issues including wills, administration of estates, powers of attorney, trusts…
About Fiona
I am legal director in the private client department, based in the Guildford office. I advise in relation…
About Suzanne
I am an Associate in the private wealth and tax department assisting clients with a variety of legal…
About Tim
I work with clients and their families, helping them through difficult periods in their personal lives. These may…
In these difficult and uncertain times many people are considering having a Will prepared for the first time or reviewing…
Further to the commencement of the new tax year last week, it is now necessary for an online capital gains…
I recently came across a quote which said “in business, what you don’t get done today can be done tomorrow.…
Understandably the coronavirus pandemic has caused many people to consider their existing Will or has encouraged them to make one.…
The coronavirus crisis is taking hold of the UK causing unprecedented disruption to our daily lives. This crisis and the…
About Katie
I support clients who require help managing estates.
My clients are the executors or beneficiaries of someone who…
About Abigail
I am a Chartered legal executive specialising in all aspects of Private wealth work.
Building good working relationships…
About Alex
I work as a private client chartered tax advisor, specialising in inheritance tax and the taxation of trusts.…
About Katy
I am a Solicitor in our Lymington Office and part of the Private Wealth team.
Specialisms
Wills, trusts…
About Rebecca
I am a senior manager in the firm’s probate team. I help clients with the administration of estates,…
On 11 March 2020, the new Chancellor, Rishi Sunak, delivered his first Budget. It was also the first Budget since…
There is now less than a month before we hear what Rishi Sunak disclosures in his first budget. Here are…
At the end of last month the All-Party Parliamentary Group for Inheritance & Intergenerational fairness (APPGIIF) published a report which…
At the start of every year it’s natural to look back and consider not only what’s been achieved, but also…
There are many myths about joint accounts, especially concerning what happens if something happens to one of the joint account…
What happens when you can’t manage your financial affairs due to ill health and nothing has been put in place?…
Inheritance Tax (IHT), quite often called a voluntary tax, remains an emotional topic. Every person has an allowance, also known…
The recent discovery by Lloyds Bank of more than 9,000 forgotten Wills, which it had retained for ‘safe custody’, highlights…
If you are considering giving a gift to a loved one, you should be aware of the myths that exist…
When it comes to considering the horrors of life and the risk of being haunted by poor decisions, an often…
There is nothing like the thrill of hunting down that one rare piece at an auction or antiques fair to…
Here at Moore Blatch, we love wealth protection – so it always raises a smile when others are equally fascinated…
Earlier this month the Office of Tax Simplification (OTS) published its second and final report in relation to its review…
A Property & Financial Affairs Lasting Power of Attorney (LPA) can prove essential in helping to protect a farm should…
HMRC has confirmed that there has been a significant increase in the amount of Inheritance Tax (IHT) received in tax…
We are frequently contacted by individuals wanting to confirm if we are holding a family member’s will.…
Many people have an interest in wine. Not just the drinking of it, but also the laying down and collection…
It is a principle of public policy that the law should not allow offenders to benefit from their own crime;…
As a recent addition to Moore Barlow, when joining I was asked by family members “What firm are your joining?…
As life gets more complicated, so do the financial affairs that need to be settled after death. This is a…
April will mark one year since the new Inheritance Tax (IHT) allowances came into force, yet due to the complex…
The recent case of The Hospital Trust and Miss V & Others [2017] EWCOP 20 before the Court of Protection…
Moore Blatch, a top 100 law firm with offices in Southampton, Lymington, Richmond and the City of London, has been…
Fiona Heald has been nominated for ‘Solicitor of the Year (Private Practice)’, in this year’s prestigious Law Society Excellence Awards. This…
In a year that saw a record number of entries, law firm Moore Blatch has been nominated for three awards…
A lasting power of attorney (LPA) is a legal agreement allowing an individual to give authority to someone they trust…
Moore Blatch is warning that hundreds of thousands of people will need to review their wills to potentially benefit from…