Trusts and long-term care case updates

We talk a lot about utilising trusts to protect assets and why this matters, but are you talking to your clients about the possible implications? Our Vulnerable Client Care Team have recently had the following successful outcomes when dealing with local authorities in relation to financial assessments where assets have been settled into trust: Case […]
Tower Street Finance exceeds fundraising target for Cruse Bereavement Care

Tower Street Finance has surpassed the target it set at the start of 2021 to raise valuable funds for Cruse Bereavement Care – its official charity partner for the year. The goal was to reach a total of £10,000, and that target was exceeded when the team raised just over £15,000 through a series of […]
Certainty starts new chapter as The National Will Register with new state-of-the-art website

The National Will Register today unveiled their new online platform for Will registration and Will Search services. Used by the legal profession, will writers, PI insurers, government agencies, charities, and the public, The National Will Register is the UK’s established and trusted provider of Will registration and Certainty Will Searches with over 9.4 million Will […]
Title Research covers the extended legalisation of video Will witnessing in their new blog

As of 11 January 2022, the initial legislation laid in 2020 that allows individuals in England and Wales to have their Wills witnessed virtually has been extended to 31 January 2024. The latest blog from Title Research discusses how the Wills Act 1837 has been amended to allow video witnessing and the potential risks to […]
Free webinar: HMCTS changes for excepted estates

Join Kings Court Trust for their first webinar of the year on Wednesday 26th January at 1pm. In this session, King Court Trust’s Legal Services Director, Charlotte Toogood, and Technical Manager, Nigel Merchant, will discuss the Inheritance Tax (IHT) reporting changes for excepted estates that came into force on 1st January 2022. The amendments are […]
Millionaire’s daughter’s appeal for share of father’s wealth rejected by Court of Appeal

Two daughters who reportedly referred to their father as the “chequebook” have had their claims to his estate rejected by the Court of Appeal. This brings an end to the long running dispute, Miles v Shearer. The case helps clarify if there is any legal obligation to maintain an adult child and how their lifestyle […]