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News & Resources

Do your debts die with you?

Do your debts die with you?

Dear Ade, Do your debts die with you, or do your debts have to be paid after your death? Thanks, Roger Dear Roger,  Thank you for your missive.  Your question marks you as someone who is not a regular reader of this publication.   Your query puts me in mind of the...

What’s the Statutory Legacy?

What’s the Statutory Legacy?

I’ve read in the papers that the statutory legacy is being increased to £322,000. What is the statutory legacy and how would the increase affect me? To start at the end, the statutory legacy, increase or no, would only affect the unfortunate, a class from which you’ve...

Abolition of Inheritance Tax

Abolition of Inheritance Tax

Dear Ade, Have you seen the campaign in the Telegraph on abolition of the hated inheritance tax. Do you think the government would abolish inheritance tax – might an electoral surprise be in the works? Regards, Jonathan. Dear Jonathan, Enlightened fellow that you are,...

Inheriting ISA

Inheriting ISA

The individual savings account, as you know, is merely a wrapper that could shield investments in stocks and shares on the one hand, and cash on the other, from tax. Many say that the average person does not earn enough from such investments as to be liable to tax on...

PET and Debt

PET and Debt

If I were to gift, say, £50,000 to one of my daughters who, finding she has no immediate use for the money, wishes to lend it back to me, repayable on demand, and at a reasonable rate of interest, would that £50,000…

What does Probate Cost

What does Probate Cost

Many ask what probate costs. I doubt you’ve heard of this John Curry. No matter. Curry, a financial adviser in parts far away was once asked his mission – his retort, swift as a dart, was: ‘teaching, preaching and persuading’. It is in this…

No Malarkey – Extra

No Malarkey – Extra

The year's almost half gone, but I can only respond to a query when it’s made, so here goes: what were the changes to wills and probate laws in 2022? Video Will Witnessing—you might remember this was some to do brought about by the pandemic—the government extended the...

Free…the Final Insult

Free…the Final Insult

Dear Ade, What have you got against free wills? You tend to write about them in very strong and caustic language – after all, free wills raise funds for charity. MartiDear Marti, Just like ball-point pens were meant for making marks rather than writing, just like no...

Adoption Blended Families and Inheritance

Hello, I was adopted. I’ve just heard of the death of my biological mother. Can I make a claim on her estate? My ex-husband suggests I might under something he calls the 1975 Act. I’ve seen your other writing on blended families. How do adoption blended families and...

Stepchildren and the 1975 Act

I’ve a question regarding stepchildren and the 1975 Act? My stepmother (my dad remarried) has just died. She left her estate to her daughter, my stepsister. I’ve always been on friendly terms with my stepsister [we played prominent roles at each other’s weddings not...

Legal Order of Next of Kin

Hello,I’ve been having this debate with my stepbrothers – what is the legal order of next of kin? This question is relevant to the matter of precedence of inheritance from my father (my stepmother died last summer), he says there’s no such thing. My wife says the fact...

Testamentary Freedom in Blended Families

Hello, I’ve a question on testamentary freedom in blended families. Like me, you must have seen cases in the newspapers where wills have been overturned. I’ve read a couple of your articles in which you’ve referred to testamentary freedom.What testamentary freedom and...

Executor Withholding Money from Beneficiary

Hello Ade,I’ve a question on an executor withholding money from beneficiary in a blended family. My brother Brendan is one of the beneficiaries on my stepmother’s will. There are 14 beneficiaries in total, all inheriting equal amounts.The two executors of the will...

Write a Will with Stepchildren

Writing a will is the foundation of preserving your inheritance.To write a will with stepchildren is the foundation of preserving your life’s work to ensure the fruit of your life’s work be it grand or modest stays in your family forever. You recognise there is a cost...

Books & Publications

Estate Planning Articles

Maximum Inheritance

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

Contact

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