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Useful Resources

Gift and loan plans: what to do on death?

In this article we look at what happens on the death of the person who has set up the gift and loan plan (the donor).

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Read more on Gift and loan plans: what to do on death?

Second marriages later in life

If you are contemplating a second marriage, we advise re-writing your will to protect your assets. In this article, we outline the legal considerations.

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Read more on Second marriages later in life

Nil rate band discretionary trusts: don’t ignore them

Nrbts were frequently included in Wills made before 2007 in order to use the inheritance tax nil rate band of each of a married couple.

Read more on Nil rate band discretionary trusts: don’t ignore them
Read more on Nil rate band discretionary trusts: don’t ignore them

HMRC challenges land valuations in estates

Executors are required within one year of a deceased’s death to submit to HMRC valuations of all the assets in the deceased’s estate.

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Read more on HMRC challenges land valuations in estates

Investment advisers and fiduciary relationships

We look at the nature of the relationship between investment advisers and their clients and the duties and obligations that flow from this.

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Read more on Investment advisers and fiduciary relationships

Required reading for trustees

Trustees can be forgiven for becoming a little weary at the blitz of regulation that has come their way in recent years.

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Read more on Required reading for trustees

The significance of letters of wishes

Letters of wishes (LoWs) are commonly used in private client legal practice, usually in conjunction with Wills or trusts.

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Read more on The significance of letters of wishes

The importance of domicile

In English law domicile is a vitally important concept which can have important ramifications.

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Read more on The importance of domicile

Making gifts: a guide for Attorneys and Deputies

You may have clients who are mentally incapable of making decisions and have attorneys or deputies acting for them in respect of their financial affairs.

Read more on Making gifts: a guide for Attorneys and Deputies
Read more on Making gifts: a guide for Attorneys and Deputies

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