Individual overpays £30,000 due to ‘misleading’ IHT form

A solicitor has raised concerns about a potentially “misleading” inheritance tax form that could result in Britons overpaying by thousands of pounds, as reported by Express. Jessica Partridge, a partner specialising in private client law at Mayo Wynne Baxter, highlighted the IHT436 form, describing it as “really misleading” after a client misunderstood the rules, leading […]
22.9m Britons overlook digital legacy, research reveals

New research has revealed that over two fifths (43%) of Brits – 22.9 million people – admit they have not shared all details of their financial accounts with someone they trust. St. James’s Place (SJP)’s research found that people’s digital life is often overlooked when thinking about legacy planning. Reasons why Brits haven’t shared details […]
Sibling inheritance dispute: Brother admits to spiking sister’s milk with laxatives

In the midst of a heated dispute over the inheritance of their family home, Robert McCabe, a 69-year-old man, resorted to a malicious act by adding laxatives to his sister Sharon’s milk, as reported by The Manchester Evening News. The disagreement stemmed from their mother’s passing, after which McCabe became the owner of the Heywood […]
1 in 3 firms compliant with AML regime – SRA annual report

The latest Anti-Money Laundering (AML) annual report from the Solicitors Regulation Authority (SRA) has been released, detailing the regulator’s stance and approach to AML regulation for law firms. In it, the SRA warns that it is increasing its focus to “ensure that all solicitors understand and meet the obligations of the financial sanction regime.” Over […]
#BWAPAwards2023 Photos Released

The British Wills and Probate Awards really is the gift that keeps on giving with a warm afterglow on social media a week after the event which was hosted at Kimpton Clocktower Hotel in Manchester on 11th October. Social media has been awash with logos and pictures from the night and the recording of the live […]
LPAs and beyond – To discuss or not to discuss, that is the question!

This is an extremely personal matter. My ex-husband suffers from early on-set dementia and requires 24-hour nursing at the tender age of just 63. We hear about cases like his more and more but the practicalities of looking after a loved one are still not really talked about. It has been exceptionally difficult for my […]
The Perfect Lawyer

The latest Today’s Wills and Probate podcast welcomes Simon McCrum to discuss the contents of his latest book “The Perfect Lawyer” with host David Opie. There isn’t much Simon McCrum doesn’t know about running a law firm having been there, done it, and got the t-Shirt. In this discussion Simon shares a little about his […]
Disputing a will of an illiterate testator

A will dispute in the High Court concerning an illiterate testator has received a lot of media attention recently. The deceased’s three eldest children are said to be contesting his will on the basis that it was a mistake that they had been disinherited because their father could not have read his will. One of […]