Estate administration I am a Senior Associate in our Lymington office, part of the Private Wealth & Tax team, with expertise in Estate Administration. I act for people appointed as executors by a will or, where there isn’t a will, then the person who is entitled under the intestacy rules to administer the estate. I […]
The loss of a loved one, whether it be a friend or a family member, can be an overwhelming time for many reasons. Not only do you have to learn to find ways to deal with your grief, but there are many practical matters that need to be dealt with and it can be hard […]
Making a Will can be a daunting task, especially when you are trying to plan for a number of different scenarios – none of us can predict the future. Not being able to decide how you would want your estate to be distributed does not have to be an excuse to delay making a Will […]
What is an LPA? An LPA is a legal document that allows you (the donor) to appoint representatives (attorneys) to make decisions on your behalf. There are two types of LPA: Property and Financial Affairs LPA and Health and Welfare LPA. Both types must be registered with the Office of the Public Guardian before they […]
Clients who suffer personal injuries and are awarded compensation are often advised to set up what is known as a “Personal Injury Trust”. The reasons for this are set out in our previous blog which can be found here. However, we are often asked how exactly do you use a Personal Injury Trust, once it […]
Most people make Lasting Powers of Attorney in case they lose capacity later in life but, sadly, mental or physical incapacity can occur at any age and it is never too early to make one. A Lasting Power of Attorney (LPA) is a document in which you, the donor, can nominate one or more people […]
Budget 2021 has been announced. Unsurprisingly, given the ongoing pandemic, a large part of the Chancellor’s speech was focused on the continued provision of Government support. If there are to be any tax rate rises, in order to assist in repaying the huge levels of Government borrowing/copying with a smaller economy, they have generally been […]
The end of the current 2020/21 tax year is approximately one month away now (5 April 2021). For many people, there is action which they may be able to take in the meantime, and it could be worth considering some of the general points highlighted below as time is of the essence. ISA annual allowance […]
I am a trainee solicitor working in the Private Wealth and Tax team from our Southampton office. I primarily support other solicitors, working within a team for six months at a time. I gain valuable experience working within a range of different teams at Moore Barlow, supporting them in providing the high level of service […]
I am a trainee solicitor. I primarily support other solicitors, working within a team for six months at a time. I gain valuable experience working within a range of different teams at Moore Barlow, supporting them in providing the high level of service that our clients have come to expect. Whether working directly with clients […]
Whether done during life, or on death, gifting money or other assets to charity is very common and commendable. This article looks at the position in more detail. Please note that the reference to charity means any UK registered charity only. Gifting on death Leaving a gift to charity in your Will is fairly straight […]
For those watching ITV’s ‘Finding Alice’, the show has raised questions for viewers concerning inheritance tax. In the very first episode, and throughout the series, the inheritance tax is discussed due to the death of a character, Harry. It transpires that Harry transferred the family home into his parents’ name before his death. By gifting […]
Preparation of Wills Preparation of Lasting Powers of Attorney Trust Administration Probate – Estate Administration I am a Paralegal in the Private Wealth Team based in Lymington. I have experience in most aspects of private wealth and am looking to build my experience and knowledge with Moore Barlow. My clients come from all walks of […]
Wills Lasting Powers of Attorney Trusts Probate I am a Paralegal in our Lymington office, part of the Private Wealth team. I work in a team that deals with a range of matters surrounding private wealth work including Estate Administration, Probate and dealing with Trusts. I also support clients in the preparation of Wills and […]
The Wills Act 1837 (Electronic Communications) (Amendment) (Coronavirus) Order 2020 has come into effect this month making it legal for wills in England and Wales to be witnessed by means of ‘video conference or other visual transmission’. The new regulations have been backdated to 31 January 2020, with the effect that wills which have been […]
The Moss family has farmed Manor Farm for 150 years and is a highly respected local family. They’re just about to start the process of ensuring the farm and business move smoothly from one generation to another. They might wish to avoid the fate of a neighbouring farm, which is now on the market following […]
Back in July 2020, I wrote about the Chancellor commissioning the Office of Tax Simplification (OTS) to undertake a review into Capital Gains Tax (CGT) in this article OTS review of Capital Gains Tax. The OTS have duly now released the first of two reports – this one being focused on policy design. To be […]
Welcome to the second issue of our rural newsletter, I am delighted to report that our Rural Services team achieved Band 1 status for Agriculture and Rural Affairs work in the legal directories, Chambers & Partners and Tier 1 status for Agriculture and Estates work in the national Legal 500 rankings of top teams. It’s […]
Top 100 UK law firm Moore Barlow today announces that partner Philip Whitcomb has authored a new book which is set to become the definitive legal guide for farming partnerships in England and Wales. Philip’s book – entitled “A Practical Guide to the Law of Farming Partnerships” – explores the myriad legal issues faced by […]
Moore Barlow supports Make a Will Fortnight with Woking & Sam Beare Hospices Moore Barlow is proud to be supporting the Woking & Sam Beare Hospices ‘Make a Will Fortnight’ this year from the 1st November for two weeks. Together we can help you to make a standard Will by setting aside a limited number […]
With Remembrance Day coming up in the 75th year after the end of World War II, a year which has been overshadowed by current events, there are still reasons and ways the country recognises the work and sacrifices people have made and are still making. Tax relief for all war medals and decorations The first […]
This blog explains the stages and timescales involved when you are the executor of someone’s affairs and have a legal responsibility to administer their estate. Stage one Arrange valuations of all assets and obtain details of all liabilities, both held in the sole name and jointly owned. 8-12 weeks Obtain income information for Income Tax […]
A lasting power of attorney (LPA) is a legal document that allows a person to give another person or persons, the attorney, authority to make certain decisions on their behalf. LPAs effectively took over from enduring powers of attorney on the 1st October 2007. The two types of LPA Property and affairs LPA This gives […]
Wills Probate Lasting Powers of Attorney Tax Planning Trusts I am a specialist Private Wealth solicitor with high quality experience in providing advice to individuals and families on issues such as Wills, Powers of Attorney, Estate Administration, Estate Planning, Tax Planning including Inheritance Tax advice and the use of Trusts. The beauty of my role […]
On 13 July, the Chancellor wrote to the Office of Tax Simplification (OTS) to request that a review is undertaken of Capital Gains Tax (CGT). Aspects he specifically mentions the review look into are allowances, exemptions, reliefs, losses, and how gains are taxed in comparison to income. His aim of the review is to assist […]
I began my career in law as a legal secretary and progressed to working as a paralegal in the private wealth area, with over 5 years of experience. I primarily assist other solicitors in all aspects of private wealth work including Wills, Estate Administration and Lasting Powers of Attorney. I am an affiliate member of […]
I qualified as a solicitor in 2007. Previously I worked in investment management, regulation and compliance. I specialise in Wills and Estate Planning, Lasting Powers of Attorney, Probate and Estate Administration and Court of Protection matters. I have a broad client base including; vulnerable adults, the elderly, families, business professionals, and high-net-worth individuals. I have […]
Executors can find themselves in a difficult position when faced with the prospect of purchasing assets from an estate, even when they are paying market rate for those assets and the other beneficiaries agree to the sale. Being an executor is often an onerous and largely unglamorous role, which involves hours of work usually with […]
The whole idea of getting up at 6am on a dark winter’s morning to ride out in the pouring rain can seem quite baffling to non-horsey people but this is a normal way of life for many. Your horse is a much beloved member of the family, perhaps more loved then some relatives, and whilst […]
I joined Moore Barlow LLP (formerly Barlow Robbins LLP) in 2016 and worked as a paralegal in both Corporate and Residential Property before starting my training contract. I am a trainee solicitor. My first seat is with the Private Wealth and Tax team in Guildford and I am looking forward to learning the broad range […]
Wills, tax and trusts I work within the private wealth and tax department. My role includes assisting with Trust administration which involves preparing Trust and IHT Tax returns. The nature of my work means I work with wealthy and also vulnerable clients. Accordingly I liaise with the Trustee’ or the client directly, to provide them […]
Wills, tax and trusts Powers of Attorney I am a solicitor in the private wealth department based in the Guildford office. I assist clients with a variety of legal work relating to their personal affairs. I draft Wills and handle a range of probate matters for clients. I also assist clients with the preparation of […]
Wills, tax and trusts I enjoy advising and helping clients on a wide variety of their personal matters including: administration of estates (with a particular specialism in estates with international elements), succession and inheritance tax planning (including Will drafting and the creation and administration of trusts), advising trustees and beneficiaries regarding trusts, powers of attorney, […]
Wills, tax and trusts Powers of Attorney Court of Protection I am a Partner in the Private Client department, and am based in the firm’s Woking office. I provide specialist advice on: Wills & Codicils Inheritance Tax Planning Administration of Estates Deeds of Variation Powers of Attorney Court of Protection and incapacity issues Assistance with […]
Wills, tax and trusts I am an associate in the private wealth and tax department. I advise on inheritance tax planning and asset protection; Powers of Attorney; Wills; Probate and the administration of estates. I find it rewarding helping clients navigate challenging times: for example, following the death of a close family member. I graduated […]
Wills, Tax and Trusts Powers of Attorney Probate and Administration of Estates I assist clients with a variety of legal work relating to their personal affairs and planning for the future, including inheritance tax advice, will drafting and powers of attorney. I also help clients through difficult periods, providing advice following death including obtaining Grants […]
Wills, tax and trusts I am a solicitor in the private wealth and tax department helping assisting clients with a range of personal legal matters with a particular emphasis on inheritance and tax. I advise on wills, trusts and the administration of estates, mitigating tax and protecting personal and family assets. My clients find me […]
Wills, tax and trusts Court of Protection I advise clients and their families with legal issues including wills, administration of estates, powers of attorney, trusts and tax planning. I am particularly involved with issues affecting the older client in planning for the future to protect family and assets. I am experienced in dealing with Court […]
Wills, tax and trusts Tax planning and asset protection I am senior associate in the private client department, based in the Guildford office. I advise in relation to wills, trusts, powers of attorney and inheritance matters, with a particular emphasis on strategic tax planning and asset protection, an area in which I have many years […]
Wills, tax and trusts My main area is that of Trust Administration; including trust tax returns, trust accounts, IHT returns and deeds of appointment. I also prepare clients’ tax returns and estate administration. The nature of Trust work also means I have some vulnerable clients who require my support. I have worked in law and […]
Wills, tax and trusts I am an Associate in the private wealth and tax department assisting clients with a variety of legal work relating to their personal affairs. I advise on methods of wealth management to include mitigating inheritance tax and capital gains tax liabilities and protecting clients’ personal assets. On a daily basis I […]
Wills, tax and trusts I work with clients and their families, helping them through difficult periods in their personal lives. These may be when writing or updating complex Wills, dealing with a death in the family or helping with elderly relatives. I also like to think of imaginative solutions to various problems they may face […]
Wills, tax and trusts Probate Powers of Attorney I help clients manage their personal legal affairs, with a particular emphasis on Wills, Lasting Powers of Attorney and estate administration. As well as this I manage ongoing Will trusts, complete tax returns and prepare annual trust accounts. My clients range from those of more modest financial […]
Further to the commencement of the new tax year last week, it is now necessary for an online capital gains tax (CGT) return to be submitted in certain cases where a building is disposed of. Where such a tax return is required, the submission deadline will be 30 days from the date of completion.
I recently came across a quote which said “in business, what you don’t get done today can be done tomorrow. But with family, what doesn’t get done today is gone forever”. None of us know what is around the corner and those personal tasks which may affect your family are too often put off. You […]
Understandably the coronavirus pandemic has caused many people to consider their existing Will or has encouraged them to make one. What is the issue for will signing? The current lockdown to slow the spread of the virus is causing problems with the signing of Wills because the Wills Act 1837 requires the person making the […]
The coronavirus crisis is taking hold of the UK causing unprecedented disruption to our daily lives. This crisis and the measures being put in place to control it are creating incomparable issues for practitioners as they try and balance the need to keep safe and comply with social distancing guidelines with the requirements of drafting […]
Wills, tax planning and trusts Estate planning Powers of attorney Services for later life I specialise in wills, powers of attorney, trusts, inheritance tax, capital gains tax and estate planning. I advise clients in the creation, administration and termination of all types of trusts. My clients come from all walks of life. I have particular […]
Estate administration I am an Senior Associate in the Richmond probate team. Since qualifying in 2003, I have worked in private client teams for firms in Salisbury and Devon and joined Moore Blatch in 2018 (now Moore Barlow, May 2020). I am experienced in administering large and often complex estates and making special probate applications […]
Administration of Estates Wills, tax and trusts Inheritance Tax Planning Powers of Attorney Deeds of Variation Court of Protection and incapacity issues Assistance with the management of financial affairs As an associate solicitor specialising in private client law, I advise on a broad range of matters ranging from future planning to estate administration. Adopting an […]
Probate – administration of estates I support clients who require help managing estates. My clients are the executors or beneficiaries of someone who has recently passed away. I help clients by co-ordinating valuations, collating information and explaining the legal issues associated with estates. Often, I am the first point of contact for those individuals contacting […]
Will drafting Probate and Estate Administration Powers of Attorney and Court of Protection applications Trust creation and administration Tax planning I deal with all aspects of private client work for individuals. I work with a variety of individuals, local residents of the firm and their families tend to make up a large proportion of my […]
I work as a private client chartered tax advisor, specialising in inheritance tax and the taxation of trusts. I advise clients about their succession and estate planning, as well as the potential mitigation of future inheritance tax on death. I also provide advice on the tax consequences of certain transactions, for example the disposal of […]
Drafting complex wills Inheritance and capital gains tax planning Farming partnerships Succession planning for farmers and landed estates Heritage law I work in the firm’s private wealth team and specialise in succession planning, asset protection, heritage law and tax advice for individuals, trusts and family businesses. My clients include owners of landed estates, farmers, high-net-worth […]
On 11 March 2020, the new Chancellor, Rishi Sunak, delivered his first Budget. It was also the first Budget since Boris Johnson became Prime Minister in July, the General Election in December and the departure from the European Union in January. A lot has changed!
There is now less than a month before we hear what Rishi Sunak disclosures in his first budget. Here are some of the predictions on what he might say which will affect farmers and landowners: Personal Tax: For farm and estate employees, the level at which they start to pay National Insurance rises to £9,500 […]
At the end of last month the All-Party Parliamentary Group for Inheritance & Intergenerational fairness (APPGIIF) published a report which recommended a complete overhaul to the inheritance tax (IHT) system. It should be noted that the APPGIIF is an informal group, and whilst is contains members from both the House of Commons and House of […]
At the start of every year it’s natural to look back and consider not only what’s been achieved, but also what needs to happen in the next year. As a private wealth lawyer, I encourage my clients every year to use this time to consider whether their Wills, tax planning and general financial arrangements are […]
There are many myths about joint accounts, especially concerning what happens if something happens to one of the joint account holders.
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 as the Nil Rate Band (NRB), before IHT becomes chargeable. Since 6 April 2009 this amount, has been set at £325,000. However, for married couples the position is slightly better as assets can be passed […]
The recent discovery by Lloyds Bank of more than 9,000 forgotten Wills, which it had retained for ‘safe custody’, highlights the dangers of failing to ensure the Will being administered is in fact the last Will made by the deceased. In the Lloyds case, the bank had failed to ensure that thousands of Wills were […]
If you are considering giving a gift to a loved one, you should be aware of the myths that exist which could lead to your gift not being deemed ‘valid’, the consequences of which can be expensive.
Many people want to give gifts to family and friends during their lifetimes. Not only does this mean that you can see loved ones benefit whilst you are alive, it can also reduce the value of your estate for inheritance tax purposes. However, the rules surrounding lifetime gifts and estate planning are complex. If you […]
When it comes to considering the horrors of life and the risk of being haunted by poor decisions, an often overlooked area is the need to plan for death. It’s understandable as no-one likes to think about their mortality, but also clients often don’t realise the real harm that can be caused to families as […]
More and more people are giving up either work or taking time to care for an elderly relative, something that isn’t always easy emotionally or financially. Many people face the dilemma of not wanting a stranger to look after their relative, yet for financial reasons are unable to care for that relative themselves. As such, […]
As a child, I was always encouraged to collect – be it stamps, postcards or old books – and as an adult that passion for collecting antiques and works of art has continued. There is nothing like the thrill of hunting down that one rare piece at an auction or antiques fair to add to […]
Here at Moore Blatch, we love wealth protection – so it always raises a smile when others are equally fascinated by the topics we adore. Thanks to Radio 4’s The Archers, it seems the whole country will be riveted by such issues for a few weeks to come. The stability of Bridge Farm is where […]
Earlier this month the Office of Tax Simplification (OTS) published its second and final report in relation to its review into inheritance tax (IHT). As a brief reminder, the first report, as published back in November 2018, looked at the administration side of IHT. This second report focuses on the design and calculation of IHT, […]
A Property & Financial Affairs Lasting Power of Attorney (LPA) can prove essential in helping to protect a farm should the farmer become unable to take an active role in its day to day activities, through old age, accident or mental/physical illness.
HMRC has confirmed that there has been a significant increase in the amount of Inheritance Tax (IHT) received in tax year 2017/18, with receipts increasing to approximately £5.2bn.
We are frequently contacted by individuals wanting to confirm if we are holding a family member’s will.
Since the age of 18, I have always had an interest in wine. Not just the drinking of it, although I do enjoy that part, but also the laying down and collection of fine wines.
It is a principle of public policy that the law should not allow offenders to benefit from their own crime; the forfeiture rule derives from the common law precedent that a person criminally responsible for another’s death cannot benefit from their estate.
As a recent addition to Moore Barlow, when joining I was asked by family members “What firm are your joining? How long has it been in existence? Who, indeed, are Moore and Blatch?”
As life gets more complicated, so do the financial affairs that need to be settled after death. This is a difficult time even for the most able among us, and therefore expert advice is invaluable.
April will mark one year since the new Inheritance Tax (IHT) allowances came into force, yet due to the complex nature of the IHT system, Matthew Billingsley from Moore Blatch is concerned thousands of home owners are still not taking advantage of the benefits available to them.
Moore Blatch have sponsored Lymington Dementia Action Group, giving ¬£300 towards a tea dance.
The recent case of The Hospital Trust and Miss V & Others  EWCOP 20 before the Court of Protection highlighted the application of the best interest’s principle in extremely sensitive surroundings.
Moore Blatch, a top 100 law firm with offices in Southampton, Lymington, Richmond and the City of London, has been widely recognised in the UK’s leading guide to law firms, Legal 500, for 15 of its work areas and 40 of its solicitors.
There’s been much coverage recently following a warning from retired senior judge, Denzil Lush, over power of attorney risks.
Fiona Heald has been nominated for ‘Solicitor of the Year (Private Practice)’, in this year’s prestigious Law Society Excellence Awards. This is the second year in a row that the Moore Blatch private client team has been recognised by the Law Society.
In a year that saw a record number of entries, law firm Moore Blatch has been nominated for three awards in this year’s prestigious Law Society Excellence Awards.
A lasting power of attorney (LPA) is a legal agreement allowing an individual to give authority to someone they trust in order to make key decisions on their behalf. There are two types of LPA, one covering financial affairs and the other health and wellbeing, both being used when an individual is no longer able […]
Dropping plans to introduce a probate stealth tax, that could have seen Probate Court fees rise from ¬£155 to ¬£20,000 in some cases, have been welcomed by probate lawyers at Moore Blatch.
Moore Blatch is warning that hundreds of thousands of people will need to review their wills to potentially benefit from the new ¬£1 million inheritance tax (IHT) allowance for the family home, effective from April this year.
Moore Blatch has appointed Alison Lloyd as a new associate lawyer specialising in probate services.