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The Power of Decision-Making
We are all used to making decisions for ourselves – how to invest our assets, when to take money out of our bank accounts, when to call the doctor, who… Read more →
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Legal Podcast
Episode 15: Lasting Powers of Attorney
Ann Stanyer’s recent podcast about Health & Welfare Lasting Powers of Attorney (LPAs) highlights the importance of making these documents, and keeping them under review, especially during these challenging times.
News
Private Client Team Awards and News
Awards Ranked in Tier I of eprivateclient’s Top Law Firms 2019 Private Client team shortlisted for STEP’s ‘Private Client Legal Team of the Year – mid size’ Camilla Wallace, Head… Read more →
News
Practitioners should consider additional protective measures for Lasting Powers of Attorney in case problems arise – eprivateclient 04/04/2019
Ann Stanyer, writes an article for eprivateclient. The Office of the Public Guardian (OPG) reports each year with an update on their work in registering powers of attorney and in… Read more →
News
How to spot financial abuse – STEP Journal (Vol27 Iss3) p57
Ann Stanyer highlights ‘red flags’ signalling potential financial abuse that all advisors should watch out for, wherever they are based. Financial abuse is on the rise. The England and Wales… Read more →
News
In whose best interest? – New Law Journal 27/02/2019
The article was originally published by the New Law Journal on 27 February 2019. The duties of a deputy appointed by the Court of Protection are not to be taken… Read more →
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Instructions for a Will: The conflict of interest issue – eprivateclient 14/02/2019
The article was originally published by eprivateclient on 14/02/2019. It is not uncommon for clients who want to make or update their Will to come in to see their solicitor… Read more →
News
The importance of making an independent Will
The article was originally published by Spear’s, on 24 January 2019. Being aware of the need for will instructions to be given freely and independently is key, writes Ann Stanyer… Read more →
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Why make a will?
A Will is a legal document in which a person declares their intention as to what should happen to their assets after their death. You are not legally obliged to… Read more →
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Is your LPA fit for purpose?
You may have a Lasting Power of Attorney (“LPA”) that appoints persons (“attorneys”) to look after your financial affairs and/or health and welfare at a time in the future when… Read more →
News
Ann Stanyer and Jemma Goddard’s comments are published in Spear’s
The article was originally published by Spear’s on December 19, 2018. Legal action against Attorneys has skyrocketed Legal action against Attorneys has skyrocketed, and mostly people aren’t aware they’re doing… Read more →
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HNW Pitfalls to avoid: Lasting Powers of Attorney (LPA)
The article was first published by Spear’s on November 10, 2018. As incidents of financial abuse against the are on the elderly increase, its important to look at rigid LPA’s,… Read more →
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Wedlake Bell responds to Consultation on Electronic Execution of Documents
The Law Commission published its consultation paper “Electronic Execution of Documents” (“the Consultation Paper“) on 21 August 2018. The objective behind the Consultation Paper was to consider whether there are… Read more →
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Ann Stanyer’s comments are published in eprivateclient
The UK Parliament debated a ten-minute rule Bill to legislate to ‘stop putting marriages before Wills’, following concerns that vulnerable elderly people are being exploited by later-life suitors who marry… Read more →
News
Roadblocks to abuse
STEP Journal is the first publisher of the article: Ann Stanyer, ‘Roadblocks to abuse’, STEP Journal (Vol26 Iss8), p.61. It is the practitioner’s duty to ensure the elderly client is… Read more →
Ann Stanyer: Are electronic signatures safe for vulnerable clients?
Ann Stanyer’s article on the Law Commission’s consultation on the use of electronic signatures in legal documents has been published in Professional Adviser and its sister publication Retirement Planner. Ann examines… Read more →
Ann Stanyer’s response to a reader’s question is published in Choice Magazine
The following was originally published by Choice, September 2018. The Choice panel of experts answers your queries on tax, pensions, benefits, investment and the law. Can I revise an Advance… Read more →
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PROTECTION, PLANNING AND DISPUTE RESOLUTION FOR THE VULNERABLE
Wedlake Bell is a central London law firm that has been servicing its clients for over 200 years. It has 61 partners and is one of the top 100 firms… Read more →
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The Office of Tax Simplification (OTS) Review of Inheritance Tax (IHT) – Private Client analysis: Ann Stanyer
This article was first published on Lexis®PSL Private Client on 10 July 2018. Click for a free trial of Lexis®PSL. Private Client analysis: Ann Stanyer, partner at Wedlake Bell, highlights the key points of the Law Society’s response… Read more →
Bulletins
International powers of attorney
Clients often ask us as to whether their English Power of Attorney (either a Lasting Power of Attorney – an “LPA” – or its predecessor, an Enduring Power of Attorney… Read more →
News
Wedlake Bell’s Private Client team respond to government consultation on Inheritance Tax (IHT)
On 19 January 2018, the government requested that the Office of Tax Simplification (“OTS“) carry out a review of inheritance tax in order to identify simplification opportunities. The scoping document… Read more →
News
“Financial Abuse of Older Clients” by Ann Stanyer reviewed by STEP journal
Financial Abuse of Older Clients written by Private Client Partner, Ann Stanyer, has been reviewed by STEP journal. (£) The review calls Ann’s publication “concise and accessible” going on to… Read more →
News
“Tackling financial abuse of the elderly” – Ann Stanyer writes for The Law Society Gazette
We need tougher rules on lasting powers of attorney but the Ministry of Justice appears indifferent. It is clear from surveys and research carried out in other countries that financial… Read more →
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The Times Brief publishes Ann Stanyer’s opinion on financial abuse of the elderly
Partner in our Private Client team, Ann Stanyer, has had an opinion piece published by The Times Brief, in which she calls for a government inquiry into the rising cases… Read more →
News
“Thousands of care home residents suffering financial abuse” – Ann Stanyer comments in Care Home Professional
Care Home Professional have given further coverage to Private Client partner, Ann Stanyer’s, recent Freedom of Information request to the Care Quality Commission. The FOIA found that in the four… Read more →
News
“Wedlake Bell partner calls for government response to rise of elderly financial abuse in the UK” – eprivateclient writes
eprivateclient has published an article on the outcome of Private Client partner, Ann Stanyer’s, request under the Freedom of Information Act (FOIA) to the Care Quality Commission (CQC). On the… Read more →
News
“Calls for inquiry over financial abuse of vulnerable care home residents as figures show 13,000 have been affected” – Ann Stanyer writes in Yahoo! News
Following her recent Freedom of Information request to the Care Quality Commission, Ann Stanyer has commented for Yahoo! News on the data, which reveals nearly 13,000 cases of potential financial… Read more →
News
“13,000 in care homes are victims of scams” – Ann Stanyer provides commentary to The Daily Express
Private Client partner and author of “Financial Abuse of Older Clients“, Ann Stanyer, has commented on her recent Freedom of Information request to the Care Quality Commission in The Daily… Read more →
News
“Care home elderly ‘targeted for their cash'” – Ann Stanyer comments for The Sunday Telegraph
Partner in our Private Client team and author of “Financial Abuse of Older Clients”, Ann Stanyer, commented on data from her recent Freedom of Information request to the Care Quality… Read more →
News
Ann Stanyer delivered a webinar on financial abuse of the elderly for SFE
Partner in our Private Client team, Ann Stanyer, delivered a webinar for Solicitors for the Elderly (SFE) (£) on financial abuse on 8 February 2018. Ann, who recently published a book… Read more →
News
Inheritance tax to be reviewed
The Chancellor wrote to the Office of Tax Simplification (“OTS”) on 19 January 2018 to ask them to carry out a review of inheritance tax (“IHT”). A scoping document for… Read more →
News
“Is my grandmother being defrauded?” – Ann Stanyer responds to a readers question in the Financial Times
Partner in our Private Client team, Ann Stanyer, has responded to a reader’s question on financial abuse of the elderly in the Financial Times. Ann, who authored a book entitled… Read more →
News
“What’s in store for tax and trusts in 2018?” – Partner, Ann Stanyer, comments in Spear’s Magazine
Private Client Partner, Ann Stanyer, has commented in Spear’s Magazine on the forthcoming Government consultation on the taxation of trusts, and why this and other compliance regimes could mean 2018 will… Read more →
Bulletins
Wills By Text Or Email, Anyone?
In July 2017, the Law Commission issued its long-awaited reform project on the law of Wills. The law largely derives from legislation passed in 1837 and there have long been… Read more →
Bulletins
In Trust Winter 2017/18
WELCOME FROM THE EDITOR A warm welcome to the Winter 2017/18 edition of In Trust. In this issue, we look in detail at trusts, a central part of any wealth… Read more →
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Private Client Partner, Ann Stanyer, comments on the Autumn 2017 Budget in eprivateclient
Following the release of the Chancellor’s ‘largely uncontroversial’ Autumn 2017 Budget, Private Client Partner, Ann Stanyer, has given her insight on the likelihood of reforms to the taxation of trusts to eprivateclient. She states,… Read more →
Bulletins
Making a Will
Consultation Response: Wedlake Bell LLP On 13 July 2017, the Law Commission launched a major consultation project on the law of Wills. The law in this area has not been… Read more →
Bulletins
THE POWERS THAT BE
A comparison of the protection against the threat of financial abuse given by LPA attorneys and Court of Protection deputies. ABSTRACT This article discusses what safeguards are in place to… Read more →
Bulletins
LPAs: Safeguarding the client or facilitating abuse by attorneys?
The increase in people registering LPAs is heartening, but there are concerns that some attorneys are taking advantage of the ease with which they can be prepared, warns Ann Stanyer.… Read more →
Bulletins
IN TRUST SUMMER 2017: ANN STANYER Q&A
Ann is a partner in the Private Client team and her practice covers a wide range of trust, probate and private wealth management work for both large, complex estates and… Read more →
Bulletins
Protecting Elderly Clients – Legal Developments
The last six months have seen some major developments in private client practice in respect of the elderly. This includes the Law Commission’s review of the deprivation of liberty safeguards… Read more →
Bulletins
Help protect elderly clients against hidden abuse
For every instance of financial abuse that comes to light, 24 cases are thought to go unreported so, says Ann Stanyer, professional advisers have a real gatekeeper role to play… Read more →
News
“Financial Abuse of Older Clients” – Ann Stanyer has a new book published by Bloomsbury Professional
Partner in our Private Client team, Ann Stanyer, has published a book on financial abuse of the elderly. Financial Abuse of Older Clients: Law, Practice and Prevential was published by Bloomsbury… Read more →
Bulletins
How To Ensure “Heritage Assets” Don’t Become A Tax Curse
The idea of owning fabulous art works will appeal to many but what happens to descendants who might be faced with a large inheritance tax bill? In the UK, there… Read more →