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Published: 24.03.08 : Six Things To Do Before The End Of The Tax Year
The end of yet another tax year is in sight bringing an opportunity for you to put your tax affairs in order Below is a brief summary of some of the tax saving opportunities available to you befor... Read more »

Published: 10.12.07 : £10 Million Takeaway
The recent decision by the High Court to uphold the will of an elderly lady who had left the majority of her multi-million pound estate to the owners of her favourite Chinese restaurant in Essex, is ... Read more »

Published: 27.11.07 : Nursing Home Fees - Fight For Your Rights
Last week’s news that a 94 year old widow with dementia won the right to have her nursing home fees paid for by the NHS for the rest of her life is to be welcomed. What is to be deplored ... Read more »

Published: 05.11.07 : Inheritance tax – is it still a concern?
Inheritance tax is the hot topic of the moment, with wildly differing political party proposals constantly hitting the headlines. The Chancellor has attempted to take the heat out of the political... Read more »

Published: 30.09.06 : Private Client Bulletin - September 2006
Will Planning: A cautionary tale? Former Channel 4 Countdown presenter Richard Whiteley’s estate raises a number of interesting issues, given his substantial property interests and private...
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Published: 30.11.07 : Living Together
Do you live with your partner? Are you about to purchase a property with your partner, friends or family? Have you thought about having children or adoption? More people are choosing to live together...
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Published: 30.11.07 : Tax Planning, Wills, Trusts and Probate
We never forget the importance of the individual and their family. Our specialist private client team is dedicated to looking after your personal family interests and to helping you plan for your fut...
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Published: 27.09.06 : Trusts - Case Study 1
A client called us as he did not have time to deal with the management of a family trust of £500,000 where his elderly uncle was his co-trustee.  We reviewed the terms of the trust, what t... Read more »

Published: 27.09.06 : Case Study 1 - Inheritance Tax Planning
A Couple contacted us to request a review of their wills which they had made many years ago. These wills had left their respective estates to the survivor. This was not tax efficient bearing in mind ... Read more »

Published: 27.09.06 : Case Study 1 - Wills
Luke dies without a Will (ie. intestate). He was living with his partner Lucy at his death. They were not registered civil partners but had lived together for 15 years. They had one son, Tom who is a... Read more »

Published: 27.09.06 : Case Study 2 - Wills
Richard dies intestate and is survived by his wife, Victoria and his parents, William and Violet. Richard and Victoria have no children. The matrimonial home is worth £350,000 and is held by... Read more »

Published: 27.09.06 : Case Study 3 - Wills
The circumstances are the same for Case Study 2 except Victoria and Richard have two children, Belle and Andy. Victoria will receive the matrimonial home automatically, by operation of the survivo... Read more »

Published: 30.05.08 : Update For Individuals May 2008
This issue covers contact rights of grandparents when a family relationship breaks down, keeping our streets clean which looks at the case of wheelie bins being left open, Equity Release and what hap...
Update for Individuals May 2008

Published: 07.03.08 : Individuals Update March 2008
As Solicitors we come across many horror stories about families who fall out when a Will is not left and a disappointed potential beneficiary does not receive an item, or items, that the deceased per...
Download pdf of Individuals Update March 2008

Published: 15.01.08 : Individuals Update January 2008
In October 2007 Lasting Powers of Attorney (LPA’s) were finally introduced to take the place of Enduring Powers of Attorney. Also in this issue: Relationships - Cynical vs Practical Ca...
Download pdf of the Individuals Update January 2008

 

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