Blog
Keeping the peace at Christmas – top tips for shared parenting over the festive season
Lauren Evans
25 July 2019
Was it a gift or was it a loan?
Many newspapers carried the story last month of a mother who claimed that the money advanced to her son to assist with a house purchase was a loan and not a gift. She claimed that money should therefore be repaid to her on son's death rather than pass to his widow. However, her claim failed and there was no evidence that it was a loan.
8 July 2019
Inheritance tax overhaul would remove useful exemptions
Proposals to overhaul inheritance tax may look good on the surface but it is a case of removal of complexity which would lead to the abolition of some useful tax breaks like taper relief and gifting exemptions. James Ward, head of our private client team, examines the Office of Tax Simplification recommendations.
2 July 2019
Who died first? When the date of death matters
Kate Salter discusses the recent case in which two step-sisters dispute who stands to inherit, depending on which of their parents died first according to legislation.
7 June 2019
Deputyships - Why won’t certain companies speak with me?
When you are appointed as a deputy by the Court of Protection, you will encounter a number of problems in managing the property and affairs of the person who lacks mental capacity. A common struggle is the difficulty of liaising with employees of regulated institutions.
31 May 2019
How should a deputy manage a person’s investments?
If you have been appointed as a deputy by the Court of Protection to manage the property and affairs of someone who lacks mental capacity, there are a number of responsibilities that you must undertake. One of these is managing that person’s investments.
