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A will is a crucial legal document that
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Life After Death
Information Portal
Protect your will from future legal challenges: understanding Larke v Nugus requests
Where there is a dispute about the validity
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How can I gift money without worrying about inheritance tax? And how do gifts affect my Lasting Power of Attorney?
The following gifts may be made without
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Dealing with ‘sadmin’: what you need to do after someone dies
After someone dies, it can be a very
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How to set up your digital accounts so that your loved ones can access them if you’re not able to
When a loved one dies or if they are
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Estate tax returns on death: what do executors need to do?
Obtaining a Grant of Probate or Letters of
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I’ve been appointed as a trustee. What do I need to do?
Have you been asked to take on a trustee (or executor) role for...
I’d like to give money to my family or charity before I die. What’s the best way to do this?
Here are some of the most common questions from our clients about how...
You’ve got a will… but is it valid and up to date?
Many people make a will and think to themselves, ‘I’m ok, I’ve...
Probate v confirmation: a comparison of the English and Scottish procedures for executors
If you are the [simple_tooltip content='Person appointed to put into...
Can the gifts I made during my lifetime be challenged after my death?
Making lifetime gifts to reduce the value of your estate on death for...
What happens if there is a dispute over the wording in a will or trust?
There is a long history of courts deciding disputes over words in...
What should I look for when choosing a trustee?
If you’re thinking about setting up a trust, either to take effect...
How is Capital Gains Tax charged on death?
When someone dies their estate is valued for [simple_tooltip...
What can be done where trustees or personal representatives have made a mistake?
Mistakes do occur in the administration of trusts and estates,...
What is a deceased estates notice?
If you’re acting as the executor of a will, before you distribute...
Should I change my Enduring Power of Attorney to a Lasting Power of Attorney?
In England and Wales, Enduring Powers of Attorney (EPAs) were...
Could my will be challenged by friends or relatives after my death?
Under the laws of England and Wales, an individual has complete...
How can I leave my pension to the person I choose?
It’s easy to think that everything you own will be distributed...
What are ‘Legal Rights’ in Scotland?
Legal Rights are a distinctive feature of Scots Law, protecting...
Why is HMRC investigating my deceased relative’s tax affairs?
When a person dies, their relatives have to deal with the...
Can you change a will after someone has died?
Following the death of a friend or loved one, it may be necessary or...
It’s never too soon to make a will
What have you got planned for later life? A cruise might be nice, or...
Who should I appoint as my child’s guardian?
If you die and your child is under 18 then it is common for the...
Who should be executor of my will?
An executor deals with the instructions in your will when you die and...
What are my duties as executor?
If you have been informed that you are an executor, then sadly that...
How can I make sure my disabled child is provided for when I die?
Providing for our loved ones when we die is one of the most...
Things to consider when making a will
It’s very easy to put off making a will. No-one likes to think...
The risks of not making a will
It’s very easy to put off making a will, as no-one likes to face up...
How can I prepare for inheritance tax?
Inheritance tax is a 40% tax on your estate (your property, money and...
Don’t forget your digital assets
One of the first things you need to do before writing a will is to...
Can I leave everything to charity in my will?
Many people choose to leave money or other assets to charities when...
10 tips to help you get started as a trustee
So, you've been made a trustee - what now? The key word is trust. You...
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