In our last article we looked at some potentially common issues you as an estate planner could face from a client. This article will hopefully provide some helpful tips on what you can do to address such situations
The instruction taking process for Wills and Lasting Powers of Attorney can be a timely and sensitive process for clients. For this reason, it is important to have a good and trusting relationship with your clients where they feel comfortable that their wishes are being listened to and implemented in their estate planning documents, where possible.
For some time it has been well known that any gifts to registered charities are free from inheritance tax if they are made to a UK based charity, whether made during your lifetime or in your Will.
A letter of wishes is a document that provides guidance to your trustees and sits alongside your Will. A letter of wishes is not a legally binding document and therefore there is no legal requirement on the trustees to follow the wishes that are set out.
As another year begins, now is a good time to undertake a review of the current policies and procedures your business has in place from the beginning of taking client instructions to issuing final documents for signature.
Our last article raised a number of common issues we come across when gifts are made in a Will. Here are some more common reasons for a gift failing which we will explore in this article.
Our previous article highlighted issues that can arise with gifts made in a Will. The second part of this article will also focus on further issues we have come across with gifts made in Wills.
Our first article of the series looked at gifts that can be made in a will. This 2-part article will now look at what issues can arise with gifts made in a Will that we have come across.
A key part of the estate planning process is deciding how you would like your estate to be distributed along with any specific gifts you would like to make and who to. This 4-part series explains what gifts can be made in a Will and what you should consider when making them.
The Regulation of Legal Services (Scotland) Act; it came into effect on 27th June 2025. What was the reason for this though?
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