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Private wealth insights

Insights and opinions on the latest legal developments, legislation and policies relating to wealth management, inheritance, wills, trusts and estates.

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38 articles

Experts

Unlocking the benefits of business relief

Lorraine Wilson

Lorraine Wilson

Costs

Spring Statement 2024: highlights of the budget and what it means for you

Richard Bate

Jon Shankland

Richard Bate and Jonathan Shankland

Advice

Changes following the Powers of Attorney Act 2023

Lorraine Wilson

Lorraine Wilson

Experts

A quick guide to inheritance tax

Lorraine Wilson

Lorraine Wilson

Experts

The Shift to Early Inheritance Gifting

Richard Bate

Richard Bate

Advice

Statutory legacies: what’s mine is yours… but only if there is a will

Louise Miller

Louise Miller

Experts

Succession S4 — a cautionary tale for business owners (spoilers)

David Mcguire (1)

Rob Jones

David McGuire and Robert Jones

Advice

Ten mistakes to avoid when preparing a Will

Frances Brickwood

James Lazenby and Frances Brickwood

Advice

A guide to property and financial affairs Lasting Powers of Attorney

Beverley Beale

Tracey Leathley and Beverley Beale

Advice

Losing the Will

Matthew Morton

David Mcguire (1)

Matthew Morton and David McGuire

Advice

Acting as a Court of Protection deputy or attorney under a Power of Attorney

Beverley Beale

Dan Snedden

Beverley Beale and Dan Snedden

Market

A guide to the most common types of Contentious Probate Disputes

David Mcguire (1)

David McGuire

Advice

Frequently asked questions about family investment companies

Paul Colman

Paul Colman

Costs

Autumn Statement 2022 — highlights

Jon Shankland

Haydn Rogan

Jonathan Shankland and Haydn Rogan

Advice

Lifetime planning tips for dealing with digital assets

Sally Cook

Frances Brickwood

Sally Cook and Frances Brickwood

Advice

New registration and record keeping requirements for express trust arrangements arising in corporate transactions

Legal case

Proprietary estoppel: a review of the Supreme Court decision in Guest v Guest

Matthew Morton

Lottie Tyler

Matthew Morton and Lottie Tyler

Experts

What to consider when making a lasting power of attorney

Sally Cook

Sally Cook

Experts

Why it is advisable to obtain professional legal advice when dealing with estate administration?

Sally Cook

Sally Cook

People

Tom Reeves: My apprenticeship journey

Dan Snedden

Dan Snedden

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