David Eggleton, 71, has been sentenced to five years and six months in prison for stealing £600,000 from his 93-year-old aunt to fund a luxurious lifestyle, Swindon Crown Court heard. Eggleton, who had been granted

Higher death rate causes inheritance tax to rise to over £5 billion

The UK government has unveiled partial details of its plan to replace the resident non-domicile (non-dom) tax regime with a four-year Foreign Income and Gains (FIG) system, effective from April 2025, as reported by STEP.

An east London law firm, Symons Gay & Leland LLP, has been fined £12,636 for violating anti-money laundering regulations, as reported by The Law Society Gazette. The breaches occurred between June 2017 and July 2023,

Kings Court Trust Offers Industry Professionals Financial Support

Essex-based law firm Birkett Long has announced the expansion of its Court of Protection and Inheritance Disputes (COPID) team.The new team comprises three experienced solicitors, supported by a paralegal and a team assistant, who are

This year’s Remember A Charity Week (9th-15th September 2024) will see the launch of an interactive map of legacy giving, showcasing the impact of charitable gifts in Wills across the world. The Great Map of

Chancellor Rachel Reeves has announced that the upcoming October 30th budget will include tax increases, while ruling out hikes to income tax, national insurance, and VAT, as reported by The Times. Reeves, speaking on The

A third of retirees will rely on downsizing and inheritance

Over-55s homeowners are sitting on an average £311,000 in equity with one in four owning £400,000 or more but they are becoming increasingly worried about their retirement income, new research from Key Later Life Finance

Care Worker Inherits Country Estate Following DNA Test

The sons of Stuart Marcus, a successful toy-making entrepreneur, are embroiled in a legal battle over inheritance following claims that DNA tests have revealed one of them is not Marcus’s biological child, as reported by

Almost two thirds of (62%) UK homeowners aged 55 and over would look to price comparison websites (PCWs) to compare different financial products, according to new research from the Equity Release Council (the Council) and

Chris McNeill is a solicitor at Anthony Gold. He specialises in the Wills & Probate department, bases in our South London offices at London Bridge. Chris qualified as a solicitor in 1981 and has worked in general civil practice. Chris joined Anthony Gold in 2001, since when he has specialised in the fields of wills, probate, tax and trust. Chris specialises in the administration of estates and trusts, the preparation of wills and powers of attorney, and in tax planning generally. As well as planning advice in these areas he is also experienced in helping clients where there is disagreement over any aspect of inheritance planning or outcomes. He is a Chartered Tax Adviser which is widely recognised as the premier tax qualification in the UK. He is an Associate of the Chartered Institute of Taxation (CIOT) and is a member of the Society of Trust and Estate Practitioners (STEP), a world-wide organisation dedicated to raising the profile of trust and estate work.

In the tax year 2021 to 2022, 4.39% of UK deaths resulted in an IHT charge, increasing by 0.66 percentage points since the tax year 2020 to 2021, according to annual Inheritance Tax liabilities statistics

Chancellor Rachel Reeves’s recent decision to halt planned changes to England’s care system has been criticised as a “tragedy” by Sir Andrew Dilnot, who authored the original proposals in 2011, as reported by The BBC.

Remember A Charity logo

Remember A Charity has partnered with Countdown star, respected lexicographer and etymologist Susie Dent MBE on their mission to change the way people feel about their wills and inspire them to leave the world that

The Legal Services board logo

The Legal Services Board (LSB) published its Annual Report and Accounts for the year ended 31 March 2024 (PDF). The report describes the LSB’s work to ensure regulation contributes to reshaping legal services to better

The Office of the Public Guardian (OPG) in England and Wales has reported that the average clearance time for power of attorney (POA) applications is now 76 working days, far exceeding its target of 40

The Equity Release Council’s latest quarterly market report shows that new customer numbers rose by 12% in Q2, compared with Q1, while total lending rose 15% to £578m. A double-digit rise in the number of

HM Revenue and Customs today revealed that Inheritance Tax receipts for April 2024 to June 2024 were £2.1billion, which is £83million higher than the same period last year. That is an annual increase of 4.1%.

Nina Angelova has successfully won a High Court case to amend her late fiancé Peter John Bryant’s will, which had been mistakenly drafted due to a solicitor’s clerical error, as reported by The Law Society

The House of Lords is set to debate changing the law on assisted dying. A private members’ bill proposed by Lord Falconer will be introduced to the House of Lords next Friday and would grant

Hughes v Pritchard

Recent NHS data reveals a record 487,432 individuals in England received a dementia diagnosis in June, as reported by The Guardian. Despite this milestone, the diagnosis rate remains below pre-pandemic levels, with 65% of those

Baby boomers in their 60s and 70s are being advised to prepare their finances as more Britons face increased inheritance tax (IHT) liabilities. Recent data from HM Revenue and Customs (HMRC) shows that IHT receipts

Following the UK general election, the new Labour government is expected to follow through with the previous administration’s plan to eliminate the resident non-domicile status and the remittance basis, as reported by STEP. The previous

Assisted Dying Bill could help families in England and Wales

The Isle of Man has progressed towards potentially becoming the first part of the British Isles to legalise assisted dying, following the completion of a key legislative phase, as reported by The Irish News. The

A jar of copper coins with half of the coins spilled out on a table

Chancellor Rachel Reeves plans to deliver an emergency assessment of the UK government’s spending inheritance before MPs adjourn for their summer break, aiming to attribute the impending “tough tax and spending decisions” to the previous

A new association has been formed to bring together contentious and non-contentious lawyers specialising in the area of Independent Administration (IA). The National Association of Independent Administrators (NAIA) will provide a community for improving and

Equity release customers will save almost £300 million in borrowing costs over the next 20 years having used the freedom to make voluntary penalty-free loan repayments. New data from the Equity Release Council (the Council)

consumers identify estate assets

Exizent has announced the release of Chapter One of the highly anticipated 2024 Bereavement Index report. Earlier this year, Exizent initiated a comprehensive research project, engaging with individuals who have recently experienced bereavement and were

A mother has confessed to administering a fatal dose of morphine to her terminally ill seven-year-old son to alleviate his suffering and “quietly end his life”, as reported by The BBC. Antonya Cooper, from Abingdon,

The Board of the Solicitors Regulation Authority (SRA) has agreed it would regulate Chartered Institute of Legal Executives (CILEX) members, if CILEX decides to redelegate this to the SRA. CILEX approached the SRA about this

will ownership

As Small Charity Week ends, an online wills specialist is urging smaller charities to reach out to potential fundraisers by embracing the technology available to them to make leaving a legacy simpler for everyone. FreeWills

Labour may target inheritance tax to tackle wealth inequality if they come to power, according to a leaked recording of Darren Jones, the shadow chief secretary to the Treasury, as reported by The Telegraph. Speaking

Legal firms sign up to Will Aid to help protect families

Essex-based law firm Birkett Long has elevated its presence in Basildon, Essex, by moving to a new office on the sixth floor of Phoenix House. Having opened in Basildon in 2011, this move aligns with

The Solicitors Regulation Authority (SRA) is seeking feedback on a proposed new fines regime in England and Wales, introducing minimum fines of £5,000 for law firms and £2,500 for individual solicitors who breach any rules,

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