Wills and Probate
Will files and Larke v Nugus requests – is there such a thing as a ‘bullet proof’ will file?Coming soon
Legal and tax implications of intergenerational property purchasing
Claims for reasonable financial provision
Lifetime trusts v Family Investment Companies – estate planning strategies explored
Flexible Will Trusts
Administrative and dispositive powers in Wills & Trusts
IHT planning for High Net Worth Clients – implications and application
Trusts and the RNRB
Safeguarding children’s futures – wills, trusts, and parents’ wishes
Gifts with Reservation of Benefit – how to get the best for your client
Retirement and removal of trustees
Changes to income tax treatment of low income estates and trusts for 2024/2025
All you need to know when advising clients on making gifts – overcoming pitfalls and problems
Bullet proof your will files – a practical guide to stopping probate disputes
Trust developments in 2023