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Useful Resources

Attorneys and investments

In making any decision on behalf of a donor, the Mental Capacity Act 2005 requires the attorney to consider what would be in the donor’s best interests.

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Read more on Attorneys and investments

The financing of your client’s care

We look at what happens if your client moves into residential care and the finance rules affecting the funding of their care fees.

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Read more on The financing of your client’s care

The perils of probate

Banks have increased the amounts of cash that they are prepared to release without having sight of a grant of probate or letters of administration.

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Read more on The perils of probate

Protection of family wealth

Each case of this nature will be decided on its own particular facts, but this judgment illustrates that trusts can potentially protect a gift from claims from former spouses.

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Read more on Protection of family wealth

National Family Mediation Week

Last week was National Family Mediation Week, making now an ideal time to review the alternative dispute resolution methods which can be used to assist parties who are separating to reach agreement regarding child or financial arrangements, without the need for court litigation.

Read more on National Family Mediation Week
Read more on National Family Mediation Week

Wills, marriage and vulnerable adults

There has been some press coverage about a particular form of financial abuse which occurs when a younger person marries an incapacitated older person.

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Read more on Wills, marriage and vulnerable adults

Inheritance tax and reversionary leases

The question of reversionary leases and reservation of benefit for inheritance tax purposes has come before the courts again.

Read more on Inheritance tax and reversionary leases
Read more on Inheritance tax and reversionary leases

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