Blog

HMRC has significantly increased its scrutiny of inheritance tax filings in recent years, with a particular focus on estates that require...

When people think about “getting their affairs in order”, they often focus on making a Will or putting Lasting Powers of Attorney in...

Many of us no doubt have marked in our calendars a very special occasion – July this year will mark the 9th birthday of HMRC’s Trust...

Many of the families who contact us say the same thing at the start of their conversation:“I knew something wasn’t right, but no one...

Deputies will usually be asked to take out a security bond or surety bond. These often include a ‘Bond Value’ of eye-watering figures in...

More than a third (36%) of Wills drafted last year included at least one trust, highlighting the growing importance of trust expertise...

As a private client solicitor, I regularly see the distress caused when a loved one’s estate becomes the subject of dispute. Many...

A bankrupt man who transferred a sizeable portion of the inheritance he received from his father's estate to friends and family has...

It has come to light that NS&I is holding millions of pounds which should have been paid out to the estates of deceased customers. While...

From April 2027, significant changes to the inheritance tax (IHT) treatment of pensions are set to reshape the obligations and potential...

As we approach the Spring Statement on 3 March 2026, many clients are understandably wondering what it may mean for their personal...

Agricultural Property Relief (APR) and Business Property Relief (BPR) currently provide generous inheritance tax (IHT) benefits, offering...