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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 survivorship rules. Provided Victoria survives Richard… »

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 the trustees had done historically to preserve and enhance… »

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