Reviewing your estate planning and wider arrangements may sound like a significant undertaking, but it does not necessarily require a complete overhaul. With that in mind, our private client checklist considers five key areas to review this autumn. Your pension
More about Getting your house in order: a private client checklist for SeptemberFrom 6 April 2027, many unused pension funds and pension death benefits under registered pension schemes will be brought into a deceased person’s estate for inheritance tax (“IHT”) purposes. This marks a significant shift – for years, pensions have been
More about Planning for major change: relevant unused pension funds and pension death benefits will become subject to inheritance tax from 6 April 2027The tragic case of Read v Hoarean & Anor [2024] EWCH 3274 (Ch) has highlighted that the law governing the disposition of loved ones remains is inconclusive and unfit for modern needs. The Law Commission is currently reviewing this area
More about Funeral arrangements and disposition of remains: A need for reform?A round-up of legal updates for the Wills and probate industry over the past month is as follows. Estate administration – change to the legal definition of “treasure” The government has announced that the legal definition of “treasure” in the
More about Wills and Probate Monthly Update – March 2023