A Private Client Series webinar presenting a guide to estate administration and debunking common misconceptions.
31 May 2024
Read more on Webinar: A guide to estate administration and debunking common misconceptions
Read more on Webinar: A guide to estate administration and debunking common misconceptions
Welcome to our Wealth, Health and Inheritance Briefing.
24 April 2024
Read more on Wealth, Health and Inheritance Briefing
Read more on Wealth, Health and Inheritance Briefing
A Private Client Series webinar on succession planning for business owners
24 April 2024
Read more on Webinar: Succession Planning for Business Owners
Read more on Webinar: Succession Planning for Business Owners
Read more on Webinar: A financial mis-sale how to spot one and how to add value for your clients
Read more on Webinar: A financial mis-sale how to spot one and how to add value for your clients
Read more on Webinar: The Bank of Mum and Dad
Read more on Webinar: The Bank of Mum and Dad
Read more on Webinar: Buy-to-let properties and inheritance tax planning
Read more on Webinar: Buy-to-let properties and inheritance tax planning
The question of access to Child Trust funds by young adults who lack capacity has caused some controversy recently.
30 October 2023
Read more on Access to Child Trust Funds
Read more on Access to Child Trust Funds
A recent Court of Protection judgment gives guidance over the interpretation that should be applied to certain provisions in Lasting Powers of Attorney (LPAs) and helps to clarify what clients can and cannot include within these vital documents.
30 October 2023
Read more on Lasting Power of Attorney guidance
Read more on Lasting Power of Attorney guidance
Welcome news for some as the statutory legacy has increased.
30 October 2023
Read more on Statutory legacy change
Read more on Statutory legacy change
We talk about the ‘Bank of Mum and Dad’ to describe parents giving their offspring a financial helping hand, particularly in the context of helping them get a foothold on the property ladder. But what is going on under the bonnet in terms of how that help is provided? And what are the implications from a legal and tax perspective?
18 October 2023
Read more on Implications of bank of mum and dad
Read more on Implications of bank of mum and dad
The High Court in Bristol has found in favour of a brother and sister who disputed their late mother’s DIY Will which left them with nothing.
29 September 2023
Read more on Ruling on online Will that left children with nothing
Read more on Ruling on online Will that left children with nothing
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