STEP calls for government changes to IHT reforms as research shows clients withdrawing pension funds early

Calls for the government to change Inheritance Tax (IHT) pension legislation to make it “fairer” and give people “greater clarity” have been made by global estate planning body STEP, following the outcome of a recent survey which showed clients are withdrawing pension funds early in response to the reforms. A pulse survey of 115 people […]
Daughter wins £127,500 for mother’s care costs amid sibling dispute

A woman who provided round-the-clock care for her elderly mother will be compensated £127,500 from the family estate, a High Court judge has concluded. Former auxiliary nurse, Bernadette Rogers, cared for her mother, who had dementia, at the home she shared with her retired GP husband in Bristol, for more than two years, from September […]
WAITING FOR BIO: International probate research: what recent successful cases tell us about changing heir-tracing trends

When discussing trends in international probate research, it is important to recognise that the picture can vary significantly depending on the data being analysed. The observations below are based solely on successful international cases handled by the international team at Finders International over recent years. They do not represent all referrals received, but rather those […]