Helpful Guides
Our guides and FAQs cut through the jargon and provide simple answers to complex legal questions. If you need to talk to someone, our team are always on hand to offer advice and support.
Probate, Wills
Paying Inheritance Tax Bills: The Cure and the Cause?
This blog examines the challenge of paying Inheritance Tax (IHT), where the very assets triggering the liability are also required to settle it.
Probate
Missing and Unknown Beneficiaries
This blog provides a clear overview of the legal responsibilities personal representatives face when administering an estate, particularly in relation to missing or unknown beneficiaries.
Probate
The Role and Responsibilities of a Personal Representative
This article outlines the key role and responsibilities of a personal representative in administering a deceased person’s estate, whether appointed through a Will or under intestacy rules.
Probate
Re-Sealing a Grant of Probate
Re-sealing a Grant of Probate is a legal process that allows a foreign grant, issued in the deceased’s country of domicile, to be recognised and used in England and Wales, avoiding the time and cost of obtaining a new grant locally.
Probate, Wills
Rights of Cohabitees & Implications of Marriage & Divorce | Wills
This blog outlines the critical legal implications of marriage, civil partnership, divorce, and cohabitation on estate planning in England and Wales, emphasising that personal relationships carry significant consequences for how assets are distributed after death.
Disputes & Litigation, Probate
What to do if a Personal Representative is not Fulfilling Their Duty?
If a personal representative is not properly carrying out their duties, beneficiaries have legal options to address the issue and, if necessary, seek their removal.
Family
What is an Occupation Order and the Criteria to Apply?
Everything you need to know about occupation orders, including what happens when such an order is breached and what criteria is required to apply. .
Probate, Wills
The Role and Responsibilities of Trustees
This blog outlines the fundamental role and responsibilities of trustees, emphasising the high level of duty and care required when managing assets on behalf of beneficiaries.
Probate
Gifts Made in Contemplation of Death/Death Bed Gifts
Gifts made in contemplation of death, legally known as “donatio mortis causa” are unique transfers of assets made by individuals who believe they are facing imminent death, with the intention that the gift only takes effect upon their passing.
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