Trusts & Succession

When it comes to estate planning, there is no standardised approach, according to Jamey Dwyer, head of active wealth at Zedra, as HNW and UHNW families have different circumstances, assets, needs and objectives, meaning plans need to be structured in a way that is specific and highly personalised to each family

The High Court in Birmingham has upheld the validity of the will being disputed having been witnessed through a car window in the early days of the pandemic.

Inheritance tax (IHT) is a complicated subject as we have already seen in previous articles, but one of the more complex areas can be the interaction with business assets, particularly when considering the family business

Charities’ legacy income will remain flat at around £3.9 million a year until 2027, according to consultancy Legacy Foresight, despite an increase in bequests

The “Twilight Zone” is the name we have given to the period of time when a person has mental capacity in the legal sense, but some impairment, such as dementia, affects their cognitive abilities

Applications to register Lasting Powers of Attorney (LPAs) with the Office of the Public Guardian (the OPG) have greatly increased since the pandemic. This has unfortunately resulted in a significant increase in the time required for the OPG to process LPA applications, with the estimated processing time currently standing at 20 weeks compared to the OPG’s target of 40 days

A High Court judge has ordered a financial remedies hearing retrial after it was revealed that a university professor had concealed an inheritance of over £4 million from his ex-wife

Paris Saint-Germain footballer Achraf Hakimi has walked away from a French divorce court without having to pay a penny to his former wife

Following the landmark judgment handed down by the Supreme Court in October 2022 in the case of Guest v Guest, there have been a string of reported decisions from the High Court on proprietary estoppel claims in recent months. The latest decision is that of Teasdale v Carter & Anor (2023), where the dispute centred on the ownership of a converted barn, Cow House, on Burne Farm in Todwick near Sheffield

Most, if not all of us, will be aware of the importance and use of the Health & Welfare Lasting Power of Attorney (H&W LPA) for clients at an often difficult and emotionally sensitive time