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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…
1 year ago
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 –…
1 year ago
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…
1 year ago
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,…
1 year ago
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…
1 year ago
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….
1 year ago
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…
1 year ago
Close up of 60s husband and wife sit at desk sign health insurance contract close deal, smiling old mature couple spouses put signature on document make good agreement, elderly healthcare concept

Our Private Wealth and Inheritance Team: Securing Your Future

Planning for the future is one of the most important steps you can take to protect your loved ones and…
1 year ago
Businesswoman signing contract

Making Your Will – Minimising the Risk of Challenge

There is never a bad time to emphasise the importance of good planning….
1 year ago
Happy millennial couple receiving keys from realtor, purchasing

Love and Security: The Importance of a Declaration of Trust for Couples

Valentine’s Day; a time to focus on love, relationships and commitment. Whilst it may not be the first thing that…
1 year ago
Senior couple planning their investments with financial advisor

Estate Planning for Blended Families: Challenges and Solutions

Valentine’s day is upon us; love is in the air, and so what better time than to commit to the…
1 year ago
Young happy couple enjoys the view through window at their new home.

Domicile vs Residence: Understanding the Current Rules and the Upcoming Changes in 2025

As expected the Government has followed through with their plans to abolish the current tax rules for non-domiciled individuals and…
1 year ago