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Unmarried couples should prepare for all eventualities says Law Society
The Law Society says unmarried couples are at risk if they don't plan or prepare for all eventualities when co-habiting or combining assets.
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Pensions and new IHT Rulings
Legal victory by HMRC in Fryer and Ors. This means that deferring taking your pension is more likely to result in an Inheritance Tax avoidance claim. Personal representatives need to consider carefully this trap when administering estates.
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The Perpetuities and Accumulations Act 2009
This act came into force on 6th April 2010. For settlement and wills executed on or after 6th April 2010 the perpetuity period will be 125 years.
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Power of Attorney
Power of Attorney should be made at the same time as the Will, says the Government
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Wills, Trusts and Pensions

In preserving and protecting your family wealth we can advise on suitable wills and trusts.

We have the expertise to advise upon and draft all types of wills and trusts, whether in connection with financial planning, personal injury settlements or for charitable purposes.

Whether your affairs are simple or complex we will work with you to provide the most suitable arrangements for you and your family to ensure that your assets pass in accordance with your wishes and in the most tax efficient manner.

Often pensions are forgotten in terms of death benefit planning but it is extremely important to ensure that the pension is structured in the most appropriate way. We have considerable expertise in this area

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