We hope you are safe and well and that the issues highlighted in this edition will address some of your estate planning concerns as we move towards life post lockdown. We must all adapt to fast-moving economic conditions which impact us both personally as well as professionally. Our aim is to provide you with the estate planning resources for protecting you and your family and managing the risk during this challenging time.
Contents
- Making a Will during Covid-19 – Emily Minett discusses how to make a Will during lockdown, including how to make sure this is signed and witnessed correctly, and safely, in light of the current social distancing rules.
- Planning opportunities for residential property during Covid-19 – new Private Client partner Antoaneta Proctor discusses why now might be a good time to pass on property to the younger generation at no, or reduced, capital gains tax cost.
- Acting as an executor in these difficult times – Helen Barnett provides some helpful tips on applying for probate and administering an estate under present circumstances.
- The importance of a Lasting Power of Attorney – Elder Law expert Ann Stanyer talks about why there has never been a more important time to make a Lasting Power of Attorney.
- Changes to the taxation of life policy gains and planning opportunities for trustees – Shafaq Sadiq explains what trustees holding life insurance policies need to be aware of.
- Ask Ollie – does a legal claim endure after death? Oliver Embley discusses whether executors can continue any legal claim that the deceased may have been pursuing.
- Interview with Clare Armitage – Clare, who has recently been made a partner in the Private Client team, talks about her practice and what she has been doing during lockdown.