Tag Archives: Kathryn O’Reilly

Beware of the DIY Will

A few people choose the ‘cheap and cheerful’ route to putting a plan in place to leave behind their wishes in the event of their death. Unfortunately, as we have learned from this case, choosing not to sit with a … Continue reading

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Landmark Court of Appeal Ruling makes it easier for disinherited children to challenge a parent’s Will

Melita Jackson passed away in 2004 leaving her £500,000 estate to three animal charities, RSPCA, Blue Cross and the RSPB. She made it clear within her Will why her daughter, Heather Ilott, was not to benefit from her Estate, however … Continue reading

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Beware of Gifting Your Property Into A Trust

Recently, I have seen a number of cases where people have used non-qualified organisations or companies to gift their homes into trust on the pretence that this will provide protection from probate fees; divorce claims; estate claims; and care fees … Continue reading

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The Chancellor’s Autumn Statement: U-Turn on Settlement Nil Rate Band

Following yesterday’s Autumn Statement, the government has dropped plans to introduce a single settlement nil rate band to be shared between all trusts set up by a settlor in lifetime or on death. Under current rules, an individual can establish … Continue reading

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Appointing A Deputy (via the Court of Protection) In The Absence Of A Lasting Power of Attorney

In the absence of a valid Lasting Power of Attorney or Enduring Power of Attorney, no one has legal authority to make decisions on behalf of an incapacitated person about their property or welfare until a Deputy is appointed by … Continue reading

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