Shauna Lines

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 […]

A guide to personal injury trusts

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 […]

Josh Petters

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 […]

Emma Williams

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 […]

Charitable gifting in wills

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 […]

Inheritance Tax and Lifetime Gifts – ITV’s ‘Finding Alice’ explained

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 […]

Maxine Winfield

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 […]

Sadhna Shikdar

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 […]

Virtual witnessing of wills

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 […]

OTS Capital Gains Tax report released – What are the recommendations?

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 […]

Rural news – Issue two

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 […]

Moore Barlow partner authors new definitive legal guide to farming partnerships

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 […]

Make a Will Fortnight

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 […]

Naomi Wilkes

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 […]

OTS review of Capital Gains Tax

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 […]

Michelle Ranasinghe-Carter

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 […]

Frances Hemus

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 […]

The difficulties of being an executor of a will – to deal or not to deal?

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 […]

Emma Moore

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 […]

Charlotte Thompson

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 […]

Libby Wardle

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 […]

Daniel Milano

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, […]

Alexandra Milton

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 […]

Elizabeth Nuttall

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 […]

Sophie Pollard

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 […]

Samantha King

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 […]

Elizabeth Eyre

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 […]

Fiona Gould

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 […]

Sarah Greenfield

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 […]

Suzanne Gullidge

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 […]

Tim Adams

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 […]

Andrew Boxall

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 […]

The effect of the coronavirus crisis on the preparation of wills

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 […]

Malky Chaloner

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 […]

Kate Marsh

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 […]

Krupa Thakker

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 […]

Katie Gale

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 […]

Aimee Dooley-Cox

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 […]

Alex Wavell

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 […]

Philip Whitcomb

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 […]

Budget 2020: Key points

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!

APPG for Inheritance & Intergenerational Fairness published a report which recommended a ‘complete overhaul’ of IHT

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 […]

Considering Gifts and Inheritance Tax

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 […]

Moore Blatch celebrates record year in Legal 500 rankings

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.

Power of attorney risks

There’s been much coverage recently following a warning from retired senior judge, Denzil Lush, over power of attorney risks.

Lymington lawyer nominated for solicitor of the year award

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.

Dropping probate stealth tax welcomed

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.