When claims are made against an estate the courts can make 'reasonable financial provision' for the applicant. This article looks at what this means and how the courts come to their decision....
Universal Wealth Preservation - a cautionary tale about the damage Asset Protection Trusts can do....
An extremely important project for a couple of property investors who were in a very precarious situation if anything should have happened to either of them....
Back in 2018, I wrote a blog on this topic, having been contacted by several of my clients who had received door drop leaflets inviting them to attend a free seminar on “Protecting your home from Care Fees” - they were wanting to know if...
The complexities and legalities of making a claim against a Will....
The intricacies of balancing your family and business when preparing your Will – and the pitfalls of getting it wrong....
How Heir Tight Wills is continuing to support its clients through the COVID-19 lock-down....
Internet advice company unbiased.co.uk recently carried out a survey into Wills and the process of regularly reviewing and updating them in line with a client’s changing circumstances. The study, which was conducted by an internet poll of over 2,000 people, reveals a third of people who...
Many Wills may have a Trust written into them but there is often confusion surrounding the reasons why it has been included and what it actually means. A Trust in a Will comes into effect when a person dies, when their Executors who have administered...
Having a survivorship clause in your Will isn’t always a good thing and can in some circumstances increase the amount of Inheritance Tax due. To understand why, we need to recount the rule changes of 2007. The Inheritance Tax (IHT) rules for married couples and...