How are ‘best interests’ determined?

Mental capacity is easily taken for granted. For those who have always been able to make decisions about their life, their money, their health and wellbeing, it’s not easy to imagine that being taken away. But this happens. Whether through an accident or illness, someone can lose their mental capacity – instantly or gradually. And […]

Why your Will isn’t set in stone

When someone makes a Will, they rightly expect the wishes they have set out to be carried through. In most cases, that is exactly what happens; the executors distribute assets to the chosen beneficiaries, and deal with all other necessary arrangements to manage the deceased’s affairs. There are situations in which a Will may be […]

The case for thinking ahead

Most of us have the luxury of personal autonomy. We can decide how we live, where we go, what we do. We make choices for ourselves – some big, some small – every day. But imagine if this were all taken away. Imagine becoming unable to make important decisions, or to communicate your wishes to […]

Time to change your plans?

The lead-up to the recent Budget was peppered with speculation about how the Chancellor might start to recoup some of the expenditure of the last 12 months and more. This included predictions about fairly significant changes to the Inheritance Tax (IHT) and Capital Gains Tax (CGT) regimes. But these didn’t materialise. Rather, the government announced […]

Have you made a Lockdown LPA?

 As much as this pandemic has ground lots of things to a halt, it has sharpened focus on others. As a nation, we’re getting back to some basics. We’re seeing what really matters. And many of us are using whatever extra (or differently spent) time we now have to getting round to doing things we’ve […]

I’ve been named as attorney in a Lasting Power of Attorney. What do I have to do?

Firstly, don’t panic! If you have been chosen, it’s because the person appointing you believes you have the skills and aptitude to do a good job. What is a Lasting Power of Attorney? A Lasting Power of Attorney (LPA) is a legal document. It’s put in place by someone (a ‘donor’) who wants to provide […]

Finding the Will

I talk a lot about why it’s important to make a Will. You get to decide who to pass things on to. It makes things easier for those you leave behind. It’s just good preparation; good housekeeping, if you like. When someone dies without having made a Will, there can be a great deal of […]

A Taxing Time

‘Now is not the right time to outline long-term plans’. Those were the words from the Treasury as it announced that this autumn’s Budget would not be going ahead. This didn’t come as a surprise; many people will have seen the scrapping of the Budget as the only option given the current state of mid-coronavirus […]

Wills and Estate Planning

The Corona Virus has already changed our lives; yet it will continue to do so in many profound and unexpected ways. Preparing for the unprecedented is difficult – perhaps even impossible to do perfectly – but preparing your tax affairs and making a Will is actually pretty easy with help from one of our lawyers, […]