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.
Wills
Care Costs and Estate Planning
Care home fees and estate planning are a growing concern due to the complexity of means testing and asset assessment when care is required.
Wills
Lifetime Trusts and IHT Implications
This article explains how Lifetime Trusts can play a valuable role in estate planning and managing Inheritance Tax (IHT) exposure, highlighting their advantages over relying solely on a Will.
Wills
Will Trusts
A Will Trust is a trust created on the death of a testator through their Will, giving trustees control over assets which they must manage and distribute for the benefit of named individuals, classes of beneficiaries, or organisations.
Wills
Validity of Wills with Foreign Assets
When an estate includes assets outside England and Wales, the validity and effectiveness of a Will depend on a range of factors, including differing succession laws, domicile, and tax regimes across jurisdictions.
Wills
How to Avoid Challenges to a Will: Undue Influence and IPFDA Claims Proprietary Estoppel
This article explains why having a properly drafted Will does not always prevent disputes and highlights the three most common ways a Will can be challenged: lack of validity (including due to undue influence, lack of capacity or lack of knowledge and understanding), claims for reasonable financial provision under the Inheritance (Provision for Family and Dependants) Act 1975, and proprietary estoppel.
Wills
Estate Planning and Vulnerable Beneficiaries
Estate planning for vulnerable beneficiaries requires careful consideration to ensure they receive financial support safely and without jeopardising their welfare or entitlement to state benefits.
Wills
What Happens When a Will is Lost?
When someone dies and their original Will cannot be found, serious legal complications can arise because the law generally presumes that a missing Will last known to be in the person’s possession was intentionally destroyed to revoke it.
Wills
Charitable Giving and Estate Planning
Estate planning ensures that assets are managed and passed on efficiently, and charitable giving is an especially effective tool within this process because it offers significant tax advantages while supporting chosen causes.
Wills
Survivorship in the Context of a Person’s Estate
Survivorship is a key concept in estate planning that determines how jointly owned assets pass on death, often allowing property or bank accounts held as joint tenants to transfer automatically to the surviving owner, regardless of the deceased’s Will.
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