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Latest blogs and legal updates

End of life – making your choices

It is Dementia Awareness Week starting on 4 July. Surveys by doctors suggest that advanced dementia is the illness people fear the most. I find people often spend a lot of time contemplating inheritance when it comes to drafting their will. Who do they want to leave various possessions to?...

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The family home – what can you do to save inheritance tax?

IHT and the Family Home Ever since increases in residential property values began to outstrip the Inheritance Tax (IHT) nil rate band (currently £325,000 per person) how to mitigate the tax attributable to the family home has become a major challenge. But it isn’t just about tax. All too often...

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Heading for a retirement village? What happens when you sell?

Are you thinking of buying a house / flat in a retirement village? Do make sure you read the terms of purchase and sale. Some insist that every time the Property is sold the landlord becomes entitled to 5% of the market value of the property (either agreed between you...

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Assessing Mental Capacity – a challenging task

I receive a lot of calls from family members and advisers touching on issues relating to mental capacity.  There are numerous occasions when one may have to consider if someone has capacity or not. “Should I register an Enduring Power of Attorney”?  “My Mother is struggling with her financial affairs...

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The Family Home – keep it in the family

Although the markets have wobbled over the past few years, the rising value of property continues to outstrip the Inheritance Tax Nil Rate Band.  When you die, unless you make plans beforehand, there may be some tax to pay. Along side the position on death, is the current issue over...

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National Dementia Strategy – falling short

The House of Commons Committee of Public Accounts (PAC) has not held back in its criticism of the Department of Health in its latest report. ”Despite stating at least 10 times at our earlier hearing that Dementia would be a national priority – it still isn’t”. The report makes clear...

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Court of Protection Contact Details

Court of Protection Enquiry Service On 8 March, the Court of Protection launched a dedicated customer enquiry service. For any queries relating to applications to the Court of Protection or to request Court of Protection forms please call 0300 456 4600 or email courtofprotectionenquiries@hmcourts-service.gsi.gov.uk You can still reach the Office...

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The Role of the Deputy

In July 2009 the Court of Protection and Court Funds Office investment rate was dropped to 0.5%. For those who acted as a Receiver in 1991 when the rate was 12 %, falling to 6% in 2002,  the times they are a changing. Unfortunately, where there are needs to be...

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With a Little Preparation You Can Avoid the Court of Protection

The Office of the Public Guardian and the Court of Protection are hardly out of the news these days. It is not hard to understand that those looking after the most vulnerable in our society need and deserve considerable support to carry out what is often an onerous role. It...

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Care Funding – Keep it Simple

It is hard to know where the debate on care provision will end up. Everyone knows something needs to be done but there seems to be little political consensus on how it will be achieved. All we can hope for is that the current system will be improved. If you...

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