News & Resources
Drawing on my experience as an inheritance tax specialist, I wrote the book on making the most of your inheritance. Get your free paperback copy.
While this principle of ownership as tenants in common applies to all manner of asset, we’ll concentrate here on land and buildings.
Preventing unclaimed assets – every client gets one of these storage boxes in which to store their property deeds, important papers, and wills and trust documents.
Q: I seem to recall your advice against joint wills and mutual wills. Yesterday, I overheard someone the other day talk of joint will. I'm confused. Was this just a slip of the tongue or do these people know what they're talking about? A: On my 25th birthday, Lorna...
I’ve never recommended marriage as a means of making testamentary provision, but as someone who has seen the entire series of James Bond movies, never say never.
My mum gave me half her house ten years ago, and I moved in with my partner some eight years ago. My mum died at Christmas, I fear my mother’s gift might have been another expensive one of your experience – more in hope than expectation, is there a way round it?
The simple question as we see, isn’t so simple, p’raps because there’s no such thing as a simple question.
Can you answer me a question that’s several times been nearly the start of a domestic in my parents’ household:
what is a person’s estate?
House prices affect us all, but are they the unalloyed good we’re meant to see them as?
My know-it-all sister is not averse to the sale, but she says the sale must be at the full market value. Surely, my parents can sell their property to whomever they wish at whatever price they agree. Who’s right?
We were talking about making provision for her son with special needs, because as you know, beneficiaries with special needs are treated slightly less ungenerously by the tax system.
Can you enlighten me on the need to leave an estate in three trusts rather than one?
Many include provision for their animals in their wills. Many a film refers to this too….
If you’re expecting an inheritance from your relatives, when do you plan to talk about them.
Recognising the need to give away your BTL property while you still need the income so that you starat the seven-year clock on your gift as a potentially exempt (from inheritance tax) transfer. There’s a way to do that.
An adoptive child asks if they can make a claim on the estate of a birh parent. The answer’s relatively simple…
Books & Publications
Especially with estate planning articles, life’s work is simple: to help you keep the fruit of your life’s work in your family forever. You’ve lots of estate planning articles in my book, Maximum Inheritance….
….is an easy-to-read collection of estate planning articles, of thumbnail sketches of cases – both those I’ve handled personally and those in the public domain.
Reading this book would put you in the driving seat in planning your inheritance. You would be well appraised of the points to be aware of and questions to ask when planning your inheritance
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