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Your digital legacy – what will happen to it when you die?

Posted by , Senior Associate

Digital legacy

Where would we all be without technology? Look at your own daily life from waking to bedtime. Social media, PayPal and online banking, downloaded music catalogues, eBay, Amazon, email accounts, mobile phones, electronic address books… it’s endless. But what would happen if you were to die? Have you given any thought to your digital legacy?

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Making gifts and Inheritance Tax: a guide for grandparents

Posted by , Partner

A recent survey by pension firm Royal London, found that most grandparents who own property intend to give substantial sums to both children and grandchildren while they are still alive, with many planning to leave assets directly to the younger generation in their Wills. With people living longer and the younger generation struggling to get on the property ladder it is important to consider the best way to dispose of assets to reduce your inheritance tax liability.

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Has contesting a Will for an adult child become more difficult?

Posted by , Associate

The final chapter of the Ilott v Mitson inheritance dispute case is now at an end. So have adult child claims for financial provision under the Inheritance Act now become far more difficult?

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Does your Will provide for your partner?

Posted by , Associate

These days it’s more and more common for couples to live together without being married. Whether they have been married before or are simply separated from their spouse, these situations regularly result in inheritance disputes in the event of an untimely death.

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Fraud, theft, imaginary dogs and undue influence

Posted by , Associate

It is very difficult to prove that a person was subjected to undue influence when making their Will. However, in a recent case a daughter successfully proved that the reason she was removed from her mother’s Will was due to the false allegations that had been made by her sister to her mother.

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80% inheritance tax bill? Setting the story straight

Posted by , Solicitor

The Telegraph published an article in December entitled “Inheritance tax shocker: Some families will pay 80pc”. Be assured, there is no 80% inheritance tax rate, and this “shocker” only applies in very limited circumstances.

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Lasting Power of Attorney – planning for the future

Posted by , Solicitor

In the UK there are about 850,000 people living with dementia and 700,000 family and friends caring for someone with the condition according to Alzheimer’s Research UK. We look at how Lasting Powers of Attorney can help family and friends deal with the legal and financial implications of this sad situation.

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The Bank of Nan and Grandad – why discretionary trust Wills may be worth thinking about

Posted by , Solicitor

At the recent Conservative Party Conference the housing minister, Gavin Barwell, suggested that parents should pass their assets on to their grandchildren, not their children because younger people “are less likely to own their own home and we need to do something about that”. John Pengilley suggests that a discretionary trust Will may be a better solution.

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Great expectations: Your inheritance may not be all you hope for

Posted by , Associate

In a recently reported case, a daughter was told by the court that she would not be awarded any share of her father’s £1m estate. The case appears to provide a valuable lesson for children relying upon a future inheritance to provide financial security.

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South East bears the brunt of Inheritance Tax

Posted by , Partner

A television cameraman has been left with a £230,000 court bill after losing a five-year legal battle with his ex-girlfriend.

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What Brexit means for private individuals

Posted by , Partner

Brexit

It is too early to say what impacts there will be on private clients but the setting of tax policy has always remained with national governments (other than VAT), and even on the harmonisation of European succession law England and Wales have retained independence so changes may not be as extensive as for companies.

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Charities win right to take case to Supreme Court

Posted by , Partner

A group of wildlife charities locked in a long-running inheritance dispute have won permission to appeal to the Supreme Court.

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