Financial planning, investments, inheritance tax and Trusts
If you are appointed as a Court of Protection Deputy for property and financial affairs you will be responsible for managing someone’s finances. This means that you must keep their finances under regular review, even if there are arrangements or relationships which were put in place before your appointment. You cannot simply do nothing. Inherited arrangements or relationships may no longer be in the best interests of the individual now, and as Deputy you may need to make changes to bring those arrangements up to date.
Request your Will
We hold Wills at no cost to clients so you can be assured that your Will is safe and that no fee is payable for this service.
Jodie Sutton
Property Executive
Louise Goodwin
Partner
is a Partner in Clarke Willmott’s commercial & private client litigation team, advising on all areas of dispute resolution from defamation and reputational management to encompassing injunctive proceedings.
Nuclear case study: HOST
HOST, a Somerset consortium of four companies was awarded the Team Service Contract to manage the worker accommodation campuses for Hinkley Point C (HPC); a contract value of circa £150 million.
Peter Rooney
Associate
Peter is an associate in the Commercial Property Team in Bristol.
Telecoms advice for landowners
Our Telecoms team acts exclusively for landowners against operators and has advised on telecoms issues for over 20 years. Our clients include retailers, social housing providers, housebuilders, commercial property developers, communications businesses and commercial landlords.
5th Anti-Money Laundering Directive and trusts
A necessary correction to protect the future of British Farming
The Government’s decision to increase the inheritance tax (IHT) relief threshold for farmers from £1 million to £2.5 million marks a…
A Princely sum: the cost of getting probate valuations wrong
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