We are often asked who should be appointed to act as an attorney or an executor, and there can be confusion over the duties and responsibilities each role involves. The following two articles provide an insight as to what you
More about Choosing an attorney and executorWhere an individual dies without a Will this is known as an intestate estate. Administering an intestate estate presents many challenges for personal representatives (“PRs“), not least the additional responsibility of identifying and locating beneficiaries. Under the intestacy rules, assets
More about Missing beneficiaries in intestaciesYou have over 20 years’ experience of running mostly UK based trusts – what first attracted you to the role and how has it changed? Before my move to trust work I was a trainee chartered accountant. I found visiting
More about Profile – Michelle JonesClients from the UK with assets abroad may be surprised to learn that planning recommended by advisers in the country where they have an asset has caused taxes in the UK. This happens all too often, even with planning which
More about Surprise taxes on assets abroadPensions dashboards have been a key area of interest in the UK for some years now. Our previous update referred to, amongst other things, some of the main issues and concerns around pensions dashboards including the ambitious timescales for compliance and
More about Pensions dashboards – Sound legal structure?Speed read:This article discusses gifts which oblige the recipient to leave the asset to another person on their own death. Those with these arrangements should seek UK advice, if the donor or recipient are resident in, or are originally from,
More about Potential UK taxes on gifts in france, italy or spainIn this paper for Journal of Data Protection & Privacy, Alexander Dittel discusses the UK’s Online Safety Bill, which is intended to protect vulnerable individuals online, although at the risk of promoting surveillance techniques and mandating proactive content removal by
More about The UK’s online safety bill: The Day we took a stand against serious online harms or the Day we lost our freedoms to platforms and the state?Quarterly In Advance is published by Wedlake Bell’s Real Estate Team for our clients and contacts in the property world. Please click here to read the digital flipbook of the full issue, or click the image below. Contents ‘Dear Gemma‘ – Gemma
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