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Wills and Probate Monthly Update – May 2023
A round-up of legal updates for the Wills and probate industry over the past month is as follows. Contentious estates – a promise made by deed can override testamentary freedom… Read more →
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A round-up of legal updates for the Wills and probate industry over the past month is as follows. Contentious estates – a promise made by deed can override testamentary freedom… Read more →
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A round-up of legal updates for the Wills and probate industry over the past month is as follows. Tax policy – new tax year The new tax rates and allowances… Read more →
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How the UK Privy Council’s decision in Grand View clarifies the extent of trustees’ fiduciary powers in relation to excluding or adding beneficiaries. Caroline Miller and Sarah Turner, ‘Exercise regime’,… Read more →
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Caroline Miller and Sarah Turner, ‘Exercise regime’, Trust Quarterly Review (Vol21 Iss1), pp.8-11
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Partner Caroline Miller and Solicitor Jack Martin have co-written a piece addressing what to consider when a large art collection is inherited, published in Today’s Wills & Probate. To read… Read more →
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Partner Caroline Miller shares her thoughts on the news that Louise Reeves has lost her three-year court battle over her father’s £100million fortune, in Mail Online. Louise now faces a… Read more →
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Head of Private Client Disputes Team, Caroline Miller, and Solicitor Jack Martin in the Private Client team, have written an insightful piece addressing the case of Hickox v Dickinson and… Read more →
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A recent Supreme Court ruling has highlighted that transfers between registered pension schemes can have unintended inheritance tax (“IHT”) consequences. In this case, the late Mrs Staveley (“Mrs S”) was… Read more →
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The COVID-19 pandemic has highlighted issues with some of the more archaic parts of the law surrounding the creation of Wills. Section 9 of the Wills Act 1837 requires a… Read more →
In this podcast, Caroline Miller discusses the importance of making a will and keeping it up to date.
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Head of the Private Client Disputes Team, Caroline Miller, and solicitor Sarah Turner comment and discuss a number of key steps that you can take during your lifetime to help… Read more →
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INTRODUCTION Transfers between registered pension schemes can be problematic for members on many fronts, but not usually due to Inheritance Tax (IHT). The exception is where the member concerned is… Read more →
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Head of the Private Client Disputes Team, Caroline Miller, and solicitor Katie Turney comment and discuss the Government’s recent landmark announcement that it will be introducing temporary legislation to allow Wills… Read more →
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After announcing a further £30bn worth of policies and tax cuts in his summer statement, it seems logical to assume that the Chancellor Rishi Sunak is looking for ways to… Read more →
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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 →
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Introduction The freedom to leave your estate to whom you wish is a hallmark of the law of succession in England and Wales. In contrast to most other European countries,… Read more →
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Q: Tell us a little about yourself and your expertise I am a Partner at Wedlake Bell. I have been practising for over 12 years, advising on Private Client work… Read more →
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On 14 May 2019, Caroline Miller and Clare Armitage from our Private Client Team, Conrad Adam from our Family Team and Edward Craft from Corporate, hosted a seminar on Estate… Read more →
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As clients become increasingly global and sophisticated in their asset base, the issues that advisers must consider become ever more complex, write Caroline Miller and Clare Armitage. The digital era… Read more →
Clive Weber and Caroline Miller are discussing the key considerations for estate and pension planning and looking at the various options available when considering the best way of devolving ones… Read more →
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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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Could my will be challenged by friends or relatives after my death? Under the laws of England and Wales, an individual has complete testamentary freedom. This means that you have… Read more →
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I am unhappy with the personal representatives administering an estate. What can I do? As a beneficiary, you have the right to challenge the personal representatives of an estate if… Read more →
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Partner, Caroline Miller, and Solicitor, Andrew McIntyre, have responded to a reader’s question for Choice Magazine. Responding to a complex issue surrounding joint Wills, Caroline and Andrew wrote, “claims [under… Read more →
Bulletins
Two contentious probate cases have recently caught the press’s attention: Ilott v The Blue Cross and Martin v Williams. In Ilott, an estranged daughter was claiming a share in her… Read more →
Bulletins
Whilst one Inheritance (Provision for Family and Dependants) Act 1975 (‘1975 Act’) case has dominated the headlines (Ilott v The Blue Cross [2017] UKSC 17) there has been another recent… Read more →
Bulletins
You don’t need to just ‘let it be’, the 1975 Act is there to protect against victims of vindictive spouses or parents, write Caroline Cook and Katie Turney. The death… Read more →
Bulletins
The government’s proposed changes to probate fees would be a bitter pill for many HNWs to swallow, say Jenny Cutts and Caroline Cook in Spear’s Magazine. This article was first… Read more →
Bulletins
On 18 February 2016 the government announced proposals to dramatically increase the costs of applying for a grant of probate. Currently, the maximum fee payable to obtain probate is £215,… Read more →