Inheritance Data uncover £210K shareholdings of previously untraceable shares
With the continued success of the Inheritance Data share search, we have seen a huge number of shareholdings united with beneficiaries of estates that would have previously been missed. In one case, Inheritance Data was contacted by an individual who was the named executor of her late father’s estate. Mrs R contacted us to see […]
Three in four UK adults likely to experience a will dispute
New research from IBB Law reveals key statistics around will disputes. In January 2022, IBB Law conducted a survey of 1,000 UK citizens who had been involved in a will, inheritance, or probate dispute over the past 10 years, asking various questions about their experience. The study took a deep dive into matters associated with […]
Trustees can prioritise purpose over profitability, rules court
The England and Wales High Court (EWHC) has ruled that trustees can take other goals into account when making investments, even if it results in the investments being less profitable. The case, Butler-Sloss v Charity Commission (2022 EWHC 974 Ch) involved the trustees of the Ashden Trust and the Mark Leonard Trust. Both charities were set up […]
Inheriting an art collection
When a large art collection is inherited, the artwork will form part of the testator’s taxable estate and can often be an emotional legacy for the surviving family members. Some testators will specify their wishes about what should happen to their art collection. For example, it may be donated to the nation or pass to […]
Top tips for marketing success – Today’s Wills and Probate Podcast
In this latest Today’s Wills and Probate podcast David Opie is joined by Tom Stansfield. Tom is well known to many in the wills and probate sector through his roles with membership body The Society of Will Writers, through to technology providers, most recently as Head of Growth at WillSuite. This latest episode Tom and […]
Women in Wills: next in-person event 26th May
Women in Wills is delighted to be hosting its next in-person event on Thursday 26th May at The Jockey Club, Exeter Racecourse, with guest speaker Lucy Gill, Head of Legacies, Inheritance and Trust Disputes, and Dispute Resolution at Foot Anstey. Women in Wills was founded in July 2019 with the aim of fostering collaboration between […]
IHT: thousands told they have underpaid
Nearly 2,000 families have been contacted by HM Revenue & Customs (HMRC) over the last five years to be informed of their underpayment of inheritance tax (IHT). According to the Telegraph, £608 million has been issued back to families who have not paid enough IHT. This is, in some cases, down to the rules governing […]