News & Resources
Inheritance Tax and Marriage
There is no such thing as ‘common law wife’, especially when it comes to inheritance.
Your Will… Separation & Divorce
If your marriage is unfortunately coming to an end, for goodness sake, change your will… now.
First Rule of the Codicil: We Don’t Talk About Codicils
On codicils. First, congratulations on writing your will. In the fullness of time you might need to update your will. There are good reasons you might want to change your will.You might have heard of codicils. It is a recognised means of changing a will. It is...
What is best for Inheritance Tax Children’s Gifts
Sally wanted to talk about making inheritance tax children's gifts when I visited her to amend her will on the birth of her four-week-old grandson, Josh. She asked me if I had a pension. ‘Non-sequitur,’ I thought. It was her opening for a discussion on the...
Intestacy & Overseas Property
You are forward thinking enough to not plan to die intestate. You understand the misery and mess that intestacy causes and you want to avoid that for your nearest and dearest. In for a penny, in for a pound – we should beware of accidental or partial intestacy. All...
Free Wills Month: There’s a Cost to Free
Free wills months... sensible idea?My car is due for service in about four hundred miles. As I work from home it would take me plenty weeks to drive those miles, no matter. I’ll tell the garage owner that rather than pay her [a most personable lady runs the...
Do We Pay Capital Gains Tax?
We moved from our family home recently on our retirement. Our daughter has agreed to buy it from us. Will we have to pay tax on the sale of this house even though we lived in it for 20 years?
Testamentary Freedom… family provision
You can leave your estate to whom ever you wish. But there’s a right, and there’s a wrong way to do it. Let me show you the right way.
Missing Assets
There’s a simple way to ensure all assets in your name pass to your family… one must to one’s best to avoid ademptioon.
Worth More Dead Than Alive
The only reason one could say that is if they were comparing income to assets. That’s not even comparing
apples to oranges; it’s like comparing apples to motor cars.
Lasting Power of Attorney FAQ
All you wanted to know about lasting powers of attorney, but haven’t yet got round to asking.
Signing Your Will
Despite the Australian comotion about a will in a text message, all wills must be written… here’s why.
Trust to Avoid Inheritance Tax
It’s all very well helping your children get on the property ladder: but the hurt of all pain would be to lose the gift through divorce proceedings or by the machinations of people who are looking to reap where they have not sown.
Without an LPA, they Stole Her Mum
Roalind Figg’s mother didn’t have a lasting power of attorney, therefore, the local council, snatched the old lady. It happened in Coventry!
Business Inheritance Tax
Zaha Hadid.I’ll lay you odds: a penny to a pound. You’d never heard of Dame Zaha Hadid. We'll see how Dame Zaha's estate illustrates the possibility of exemption from business inheritance tax.Before we move on, the reason you should take the mitigation of business...
Dormant Assets?
Some think it a fine notion to take your money if you’d left it untouched in a bank or building society account for fifteen years.
Books & Publications
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
020 8669 1779
18, Salisbury House, 8 Melbourne Rd, Wallington SM6 8SA