News & Resources
Accidental Intestacy
Your question addresses accidental intestacy or partial intestacy. This special class of misfortune could befall people who own land and buildings both in this country and overseas…
Tenants in Common
While this principle of ownership as tenants in common applies to all manner of asset, we’ll concentrate here on land and buildings.
Preventing Unclaimed Assets
Preventing unclaimed assets – every client gets one of these storage boxes in which to store their property deeds, important papers, and wills and trust documents.
Testamentary Capacity
I’ve never recommended marriage as a means of making testamentary provision, but as someone who has seen the entire series of James Bond movies, never say never.
Fixed Fee Consultation
The simple question as we see, isn’t so simple, p’raps because there’s no such thing as a simple question.
The Deceased Estate
Can you answer me a question that’s several times been nearly the start of a domestic in my parents’ household:
what is a person’s estate?
Rising House Prices, Theft of 40% of Your Wealth
House prices affect us all, but are they the unalloyed good we’re meant to see them as?
Inheritance Tax: Laugh at Suspicion
My know-it-all sister is not averse to the sale, but she says the sale must be at the full market value. Surely, my parents can sell their property to whomever they wish at whatever price they agree. Who’s right?
Tax and the Disabled Beneficiary
We were talking about making provision for her son with special needs, because as you know, beneficiaries with special needs are treated slightly less ungenerously by the tax system.
Will Trusts Avoid Fights
Can you enlighten me on the need to leave an estate in three trusts rather than one?
Pets in Wills
Many include provision for their animals in their wills. Many a film refers to this too….
Talk About Your Will
If you’re expecting an inheritance from your relatives, when do you plan to talk about them.
Acceptance in Lieu & Inheritance Tax
There some inheritance tax exemptions available to only a few of us… To my way of thinking they shouldn’t exist….
Inheritance in Blended Families
When folk with previous marriages come together, the question of who gets what need not be a problem. Simply speak to an expert….
Too Young for LPA?
Many see the lasting powers of attorney and the last will and testament as two completely separate, unrelated documents.
Does Divorce Invalidate Your Will?
On marriage. The wedding ceremony, grand or modest, marks the point in your relationship from which the best you can hope for is that one of you wakes up in the morning to find the other has died. So, would divorce invalidate your will?Afterall, the meaning, and...
Books & Publications
Maximum Inheritance
Especially with estate planning articles, life’s work is simple: to help you keep the fruit of your life’s work in your family forever. You’ve lots of estate planning articles in my book, Maximum Inheritance….
….is an easy-to-read collection of estate planning articles, of thumbnail sketches of cases – both those I’ve handled personally and those in the public domain.
Reading this book would put you in the driving seat in planning your inheritance. You would be well appraised of the points to be aware of and questions to ask when planning your inheritance
Contact
020 8669 1779
18, Salisbury House, 8 Melbourne Rd, Wallington SM6 8SA