Insights and opinions on the latest law, legislation and policies.

OTS recommends major shake-up of IHT Regime

The Office of Tax Simplification has published the second part of its report into simplifying the UK’s Inheritance Tax rules.

Lorraine Wilson
Lorraine Wilson Solicitor

Family investment companies – an option worth considering

A Family Investment Company is a company, created by and for family members that typically will hold investments rather than operate a trade.

David Stokes
David Stokes Principal Associate


First instance, the appeal and “standing still” in claims under the Inheritance Act

Cowan v Foreman [2019] EWCA Civ 1336 has just gone before the Court of Appeal

Matthew Morton
Matthew Morton Principal Associate


HMRC investigating one in four estates

It has been reported that HMRC is investigating almost one in four estates on which Inheritance Tax is due.

Lorraine Wilson
Lorraine Wilson Solicitor


Inheritance Provision for Family and Dependants Act 1975; claims, limitation periods and pre nuptial agreements

The High Court of England and Wales has recently rejected a claim for reasonable financial provision from the estate of Michael Frederick Hendry

Sally Cook
Sally Cook Solicitor


An Executor’s right of indemnity

The recent case of Mussell and another v Patience and another [2019] considered the Executors’ right of indemnity for costs incurred in an…

Fiona Turner
Fiona Turner Partner


LEGAL COMMENT: Winding up the affairs of someone who has died

BBC Radio 4’s 'Money Box' today discussed the complexities involved in winding up the affairs of someone who has died.

Richard Bate
Richard Bate Partner


Weightmans puts Trust in private client lawyer to head team in Liverpool

National law firm Weightmans has appointed a leading private client specialist to lead the Wills, Trust and Estates team in Liverpool.

John-Paul Dennis
John-Paul Dennis Principal Associate

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