Mondaq UK: Family and Matrimonial > Wills/ Intestacy/ Estate Planning
GuernseyFinance
As fiduciary professionals, we are operating in a rapidly evolving world of international families and ownership structures; one where international regulation and compliance requirements become increasingly complex just as clients become more global in their outlook.
Hewitsons LLP
The recent case of Cowan v Foreman considers the effectiveness of standstill agreements (agreements between the lawyers to defer the claim until after the legal deadline) in claims under the Inheritance Act 1975.
Hewitsons LLP
Two new reports on different aspects of financial vulnerability have recently been released.
Hewitsons LLP
The High Court is attempting to disentangle a complex family trust case. In Rogge v Rogge wealthy parents put millions into a trust for their young son who became severely disabled as a result of a Polo accident.
Hewitsons LLP
F was appointed as Deputy for his brother, M, who had become mentally incapable. M, has an estate of over ฃ17 million, and investment income of ฃ123,000 a year.
Hewitsons LLP
HMRC opened investigations into almost one in four of the 22,000 estates on which IHT was due in the 2018-2019 tax year, according to a freedom of information request submitted by wealth advisors Quilter.
Withers LLP
English law recognises the right to choose who inherits, known as testamentary freedom. But the Inheritance (Provision for Family and Dependants) Act 1975 (the '1975 Act') means certain
Dixcart
Recent changes in terms of global tax regulations and increasing international tax transparency are vital to consider when implementing strategies to preserve family wealth
Withers LLP
What is the cost of a sophisticated Family Office? Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
Herbert Smith Freehills
A recent decision of the High Court clarified that where a beneficiary of a will predeceases the testator and the gift vests in the beneficiary's children under s. 33 of the Wills Act 1837
Herbert Smith Freehills
In the recent decision in Cowan v Foreman [2019] EWCA 1336 the Court of Appeal overturned the first instance decision and granted permission to the applicant to bring a claim under the Inheritance (Provision for Family and Dependants)
Hewitsons LLP
The HM Courts & Tribunals Service announced they are changing its system for alerting charities when money has been left to them in someone's Will.
Herbert Smith Freehills
In the latest in a series of decisions on out of time claims, the High Court refused permission to bring an out of time claim under the Inheritance (Provision for Family and Dependants)
Wrigleys Solicitors
Potentially, a couple could have a combined inheritance tax nil rate band of ฃ1m from 6th April 2020
Withers LLP
This article was originally published in Daily Journal's "Wealth with Withers" column on June 25th, 2019. You can view the reprint from Daily Journal. Read more about the launch
Withers LLP
The California legal publication, Daily Journal, launched this week a regular column featuring articles by Withers attorneys titled, "Wealth with Withers."
Hewitsons LLP
The court recently held that an appointed executor under the Will who had lost mental capacity, can be replaced by her Attorney.
Hewitsons LLP
An unusual request highlights the importance of obtaining professional advice when drafting Wills. The gentleman concerned is not our client and is still alive.
Hewitsons LLP
A recent High Court decision highlights the importance of creating a new Will, where the testator's intentions have changed
Wrigleys Solicitors
Despite the proposed fees increase which was expected in April 2019, as I write today the fees are still at the same flat rate.
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Herbert Smith Freehills
A recent decision of the High Court clarified that where a beneficiary of a will predeceases the testator and the gift vests in the beneficiary's children under s. 33 of the Wills Act 1837
Wrigleys Solicitors
A family constitution can help provide structure alongside future-proofing the business.
GuernseyFinance
As fiduciary professionals, we are operating in a rapidly evolving world of international families and ownership structures; one where international regulation and compliance requirements become increasingly complex just as clients become more global in their outlook.
Wrigleys Solicitors
People who become the subject of Court of Protection proceedings often do so at a time when their life has been impacted by a significant event,
Giambrone & Partners
The question of inheritance can unwittingly cause rifts and dissension within a family leading to legal challenges and in the worst case, a fractured family.
Withers LLP
What is the cost of a sophisticated Family Office? Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
Hewitsons LLP
The High Court is attempting to disentangle a complex family trust case. In Rogge v Rogge wealthy parents put millions into a trust for their young son who became severely disabled as a result of a Polo accident.
Dixcart
Recent changes in terms of global tax regulations and increasing international tax transparency are vital to consider when implementing strategies to preserve family wealth
Withers LLP
English law recognises the right to choose who inherits, known as testamentary freedom. But the Inheritance (Provision for Family and Dependants) Act 1975 (the '1975 Act') means certain
Hewitsons LLP
Two new reports on different aspects of financial vulnerability have recently been released.
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