Trusts often come with a reputation—one that conjures images of sprawling estates, family dynasties, and wealth passed down through generations.…

…I have always thought of Christmas time, when it has come round… as a good time: a kind, forgiving, charitable,…

This is a Budget which will likely be remembered for a very long time. The first Budget to ever be…

Inheritance tax is a tax that is charged on someone’s assets on their death. The amount of tax payable depends…

Following the controversial scrapping of winter fuel payments for most pensioners, attention now turns to what might be next on…

Many people make gifts during their lifetime to provide for their loved ones and to also potentially reduce their Inheritance…

Navigating the probate maze: Understanding delays in the UK system The probate system in The UK has become increasingly complex…

Before 9 October 2007, it was not possible for the nil rate band (NRB) from the first deceased spouse (reference…

As private client lawyers, the most frequent question we are asked is ‘how can I save on paying Inheritance Tax?’ …

The term ‘Commorientes’ stems from the Latin term meaning ‘those who die together’. The Commorientes Rule is an important legal…

For Italians who own assets in England and Wales, having both an English Will and an Italian Will is crucial…

For any person who is required to submit a self-assessment tax return for the 2023-24 tax year (which concluded on…

As parents, ensuring the well-being and security of our children is paramount. It is essential to consider estate and succession…

My colleague, Felicity John wrote an article on How can inheritance tax be paid if there is no cash available…

Personal representatives are liable for the inheritance tax payable on assets passing under a deceased’s will or under the rules…

When a loved one passes away, they leave their estate behind. Every person’s estate is different and therefore it can…

In recent weeks the Royal Family have shown that they are as susceptible as the rest of us to health-related…

COVID-19, with no doubt, led to some confusion on how Wills were to be signed and witnessed, whilst adhering to…

Christmas – it can be the most wonderful day of the year for all ages. During the challenges we have…

It can be quite common for people to provide financial assistance to their adult children (or grandchildren); particularly when they…

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…

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…

Insight bites: Wealth planning in an uncertain world Seismic economic shifts in the UK and globally are driving a renewed…

In celebration of International Women’s Day 2023 some of the women in the Private Wealth team have shared their experiences…

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…

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…

The author PG Wodehouse once wrote “it was a confusion of ideas between him and one of the lions he…

When someone dies, one of the first steps for the personal representatives is to establish what assets and liabilities are…

Right from the start, I have always loved being a lawyer. I have always been organised, driven and hard-working, and,…

Did you know that globally nearly 50 million people are living with dementia? (alzheimers.org.uk) We believe it is important to…

Inheritance tax (IHT) is primarily a tax paid on assets upon a person’s death if their assets are above their…

Recently Moore Barlow commission a survey on 250 high-net worth individuals and discovered that personal wealth among UK adults that…

Private wealth lawyers advise individuals on a wide variety of personal matters providing general or specific tax advice in the…

An executor, also known as a personal representative, is appointed by someone, often a relative, in their will to deal…

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…

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…

The Enterprise Investment Scheme (EIS) is a Government scheme designed to encourage individuals to invest into certain companies, thereby allowing…

Trusts and their administration are a diverse and often misunderstood area of law, which when used correctly, can provide real…

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…

There are various issues that need to be considered when administering an estate. Whilst many people will be aware that…

One of the first questions I am asked by clients is how long will the administration of the estate take? …

The law can be scary and confusing to people who do not have much to do with it and, like…

The current market volatility is seeing a of investors diversifying their investment portfolios. One of the alternative asset classes which…

There are several considerations to think about when preparing a Will, but pets can often be overlooked. As a Labrador…

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…

Clients who suffer personal injuries and are awarded compensation are often advised to set up what is known as a…

Whether done during life, or on death, gifting money or other assets to charity is very common and commendable. This…

Back in July 2020, I wrote about the Chancellor commissioning the Office of Tax Simplification (OTS) to undertake a review…

This blog explains the stages and timescales involved when you are the executor of someone’s affairs and have a legal…

I recently came across a quote which said “in business, what you don’t get done today can be done tomorrow.…

On 11 March 2020, the new Chancellor, Rishi Sunak, delivered his first Budget. It was also the first Budget since…

When it comes to considering the horrors of life and the risk of being haunted by poor decisions, an often…

Earlier this month the Office of Tax Simplification (OTS) published its second and final report in relation to its review…

Farming succession is absolutely imperative to the success of individual farmers, but it is also integral to the overall agricultural…