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Wills, Trusts & Private Wealth
Notary showing senior couple where to sign Last Will and Testament at wooden table, closeup

What happens when a trustee loses mental capacity? Removing or Replacing a Trustee

Of course, it is hoped that a Trustee will be able to carry out their functions without issue for as…
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Power of Attorney
Family, senior parents and woman holding with care, love and hug bonding outdoor in a park. Smile, happy person and people in retirement with adult daughter together with bokeh in nature in summer

We live in an unpredictable world – Why you shouldn’t put off your Lasting Powers of Attorney

It is one of life’s uncomfortable truths; it doesn’t matter how healthy or how fit you are, unfortunate circumstances can…
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Estate Planning
Executive house and car

Who Takes the Wheel? What Happens to a Car When the Owner Dies in the UK

They say you can’t take it with you – not even your car. So, when someone passes away, it’s best…
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Inheritance
Senior Couple Meeting With Female Financial Advisor In Office

Making Lifetime Gifts: How to Give Without Paying More Inheritance Tax

Many people want to help their children or loved ones while they are still alive to see the benefit. Whether…
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Inheritance
A transgender flag being waved at LGBT gay pride march

The implication of the Gender Recognition Act 2004 on Inheritance, 20 years on…

The Gender Recognition Act 2004, which came into effect 4 April 2005, was a monumental piece of legislation for transgender…
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Power of Attorney
Lawyer is signing a last will and testament during a meeting with a client in their office

Capacity in Private Wealth and Inheritance Law—The Critical Role of Lasting Powers of Attorney

When managing private wealth and planning for inheritance, one of the most overlooked—but legally crucial—considerations is mental capacity. Capacity determines…
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Dispute Resolution
Testament

Signed, Sealed… Disputed: Aretha Franklin’s Sons Battle Over Hidden Handwritten Wills

When the Queen of Soul passed away in 2018, she left more than just a legacy of timeless music –…
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Wills & Trusts
Signing Last Will and Testament

The Intestacy rule and what this means for the Liam Payne Estate

When someone passes away, they leave behind assets and liabilities (their Estate) that need to be dealt with. Who is…
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Wills & Trusts
Older clients consulting agent, broker about house selling

Asset Protection Trusts and Family Settlement Trusts – a good thing?

In recent years, asset protection trusts have been often marketed as a means of safeguarding clients’ wealth for future generations,…
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Inheritance
Unrecognizable man cooking seafood on a barbecue grill in the backyard.

George Foreman – Who is set to inherit his Grill Empire?

On March 21 2025, the legendary boxer George Foreman passed away leaving behind an estimated $300 million estate (equating to…
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Probate
The Royal Courts of Justice in the Strand, London, UK.

Fiduciary duty and profits – Rukhadze and others (Appellants) v Recovery Partners GP Ltd and another (Respondents) [2025] UKSC 10 – What has changed?

The short answer appears resolutely nothing has changed, but the restatement of the position is really important and helpful….
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Wills & Trusts
Senior couple meeting with male financial advisor or insurance agent at home

The Benefits of Marriage for Your Will and Inheritance Tax Position

Marriage is a significant milestone in life, and a legally binding contract that requires careful thought and consideration. One of…
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