August 2019 – Grim – but not a fairy tale – Wills and children from previous relationships

Stating the obvious At the risk of stating the obvious, in order to inherit from someone you need to survive them. You don’t need to survive them for long: the merest instant will be enough (unless the will makes survival … More

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Rachel Thompson has won her case against Apple

Rachel Thompson’s husband Matt died in July 2015. Rachel, a property adviser, from Chiswick met Matt when she was 19 and he was 18. They married ten years later and had a daughter Matilda who is now ten. Matt died … More

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Being an Attorney

We often hear of the importance of having a Power of Attorney in place but not so much about the duties involved in being someone’s Attorney. It may be flattering to think someone trusts you enough to ask you to … More

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Cremation or Burial? Who Decides?

On the 4 April 2019 section 65 of the Burial and Cremation (Scotland) Act 2016 came into force and with it a new framework for dictating who decides what is to happen to you after you die. At the moment … More

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Consultation on Fairer Succession Law Opens

On the 17 February 2019 the Scottish Government launched a public consultation to ascertain how the law of succession could better reflect 21st Century Scotland. The public’s view on the following main two points is being sought: How an intestate … More

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Be warned of an Over Reliance on Inheritance Expectations

A report by Sanlam UK (https://www.sanlam.co.uk/Insights/Recent-News/Millennials-inherit-1-2-trillion.aspx) carried out recently found that 11 million people aged between 25-45 in the UK expect to receive some sort of inheritance from their parents or grandparents with nearly half, 5.1 million, expecting to inherit … More

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Advance Directives and Dying Matters

I recently had a discussion with a client and the subject of advance directives (sometimes known as  living wills) arose. It is a sad matter to talk about, but the fact is, in life some people do become incapacitated either … More

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Beware: Executor Personally Liable to Pay Inheritance Tax Bill

Acting as executor for an estate carries a great deal of responsibility and while the majority of executries are completed without incident, complications can arise and executors can sometimes find themselves in a difficult and unexpected situation. At some point … More

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Scotland is Placed Middle of the Board for Inheritance Tax Liability in the UK

Following a Freedom of Information request by Direct Line, Guildford in Surrey was dubbed the Inheritance Tax capital of the UK after it was revealed that as many as 658 families from the town southwest of London were subject to … More

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The Elderly , Scamming and Loneliness

Older people are often targeted by scammers. A report from the Centre for Counter Fraud Studies warned that the over- 65s are three times more likely to lose money to fraudsters than to be burgled. Professor Mark Button, director of … More

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