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Wills & Probate

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Posted: 30 April 2026 | Inheritance Tax, Lasting Will & Testaments, Wills & Probate

A Light Shone on the Limits of the IHT Gift Rule

The normal expenditure out of income exemption allows individuals to make gifts during their lifetime that are immediately exempt from inhe…

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Posted: 1 June 2024 | Lasting Will & Testaments, Law, Wills & Probate

The importance of a well-drafted will

The risk of relying on homemade wills was highlighted in a recent case where a will was held to be invalid. Even a well-written will must b…

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Posted: 13 December 2023 | Lasting Will & Testaments, Tax, Wealth, Wills & Probate

Are we witnessing the decline of trusts?

The number of trusts filing self-assessment tax returns for 2021/22 was 37% lower than for 2003/04. The decline comes as no real surprise g…

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Posted: 30 August 2023 | Inheritance Tax, Lasting Will & Testaments, Wealth, Wills & Probate

Inheritance Tax: Intestacy entitlement increased

If an English or Welsh domiciled person dies without leaving a will, the amount that a surviving spouse or civil partner can inherit as a s…

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Posted: 17 September 2022 | PAYE, Stamp Duty, Tax, VAT, Wills & Probate

Getting in touch: HMRC’s new email facility

Although there is no general facility to contact HMRC by email, it is slowly moving into the 21st century by providing the option to receiv…

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Posted: 6 September 2022 | Inheritance Tax, Lasting Will & Testaments, Wealth, Wills & Probate

Confused on claiming residence band relief?

Working through inheritance tax (IHT) requirements come at a difficult time. The provisions of the residence nil rate band (RNRB), which ca…

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Posted: 10 December 2021 | Capital Gains Tax, Inheritance Tax, Lasting Will & Testaments, Tax, Wealth, Wills & Probate

Treasury sets aside CGT and IHT change agendas

Tax and Administration Maintenance (TAM) Day is a new phenomenon brought in by the Treasury to try and move away from the traditional all-i…

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Posted: 18 August 2021 | Inheritance Tax, Lasting Will & Testaments, Wills & Probate

Probate fees reform, round three

The Government’s third attempt at revamping the cost of obtaining grant of probate in England and Wales is much more modest in scope than t…

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Posted: 1 August 2021 | Property, Wealth, Wills & Probate

What is an adequate retirement income?

A leading pension think tank has examined this question – but the findings aren’t straightforward. Over the years, there has been much focu…

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Posted: 24 June 2021 | Inheritance Tax, Lasting Will & Testaments, Wealth, Wills & Probate

Unhappy families – challenging inheritance issues

The outcome of a recent High Court case is a warning for anyone challenging a will. As inheritances become more valuable, the number of di…

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