New guide helps professionals navigate share sales and transfers in UK estates
Share Data has published a new practical guide designed to help solicitors, probate practitioners, executors, and estate professionals manage the complexities of share sales and transfers during estate administration. While shares often form a valuable part of an estate, dealing with them can present challenges that go beyond routine probate procedures. Registrar requirements, date of […]
SPP deems HMRC’s inheritance tax plan for pensions ‘not practical’
The Society of Pension Professionals (SPP) has urged HMRC to rethink key aspects of its proposed inheritance tax (IHT) framework for pensions. The representative body for providers is warning that the current approach places unrealistic obligations on pension schemes and could create significant delays and confusion for families following a death. In its response to […]
One in five millionaires underestimate their wealth and IHT liability, survey reveals
The majority of UK homeowners above the inheritance tax (IHT) threshold haven’t calculated their potential liability, new research reveals. A survey by Censuswide on behalf of Flagstone, also reveals that 20% of estate holders may be underestimating both their wealth and their potential exposure to IHT. The study of 2,000 UK homeowners aged 45+ found […]
Profile: Beth Middleton, senior associate at JMW Solicitors
Beth Middleton is a senior associate within the Private Wealth Disputes department, having joined JMW in September 2025 from another national law firm based in the north west. She specialises in all contentious trusts, wills and estate matters, acting on behalf of both claimants and defendants, including lay and professional clients and charities.S he has […]