The Pandemic Do It Yourself Trend

The last 2 years have been very unusual and it has led to several lockdowns and a lot of people self-isolating, with a climate of social distancing and avoiding mixing with people outside of your own household. So, whilst there has been a rise in the demand for Wills there has also been a worrying […]

Discretionary Trusts – The What, The Why and the How

You may be familiar with Trusts and their basic principles but there are different kinds, this blog explains Discretionary Trusts and why you might need one.  What is a Discretionary Trust?  First let us look at the definition of a Discretionary Trust. This is a type of Trust where the trustees have complete control of how and […]

Funeral Wishes and your Will

As I’ve discussed before, the death of a loved can be a difficult time for those left behind, and it’s at this time that the grieving family will be expected to arrange a funera,  This can be difficult at such a challenging and emotional time. It is with this in mind that this week’s blog […]

Can you remove an executor?

Executor NOUN law a person or institution appointed by a testator to carry out the terms of their will. In accepting the position of Executor, you are doing so on the understanding that you have a legal duty to administer the estate of the deceased. This includes tasks such as: making sure assets are identified […]

Don’t you forget about me… leaving someone out of your Will

Families and modern relationships can be complex and it is a simple fact that sometimes, for one reason or another, you might want to leave a child or close relation out of your Will. However, under the Inheritance (Provision for Family and Dependants) Act 1975, the following family members can challenge the Will, including: Your […]

Frequently Asked Questions

This week’s blog covers several questions that I am frequently asked by clients.  I hope you find it useful. ‘How do I know my Will is valid?’ Section 9 of The Wills Act 1837 states: No will shall be valid unless— (a)it is in writing, and signed by the testator, or by some other person […]

The Rules of Intestacy

As a Will Writer I am passionate about the reasons why having a Will is important and I do a lot of talks, write blogs and generally try my best to make people aware of this. It is still a very real fact that over half the UK population die without having made a Will […]

“I want you to have this”: deathbed gifts and their validity

We have all seem films or programmes or read stories of people who, on their deathbed, bestow a gift upon a loved one – outside of their Will and often quite spontaneously. I am often asked whether these deathbed gifts actually exist and, if so, are they valid. The simple answer to this is yes, […]

Preparing for the cost of saying goodbye with a Funeral Plan

There are 2 main benefits of taking out a funeral plan, for yourself or someone else: You pay at today’s rates – no matter how long the person lives after taking out the plan. It takes away uncertainty and stress from family members at the time of the death.  They know exactly what their loved […]

Jargon Busting – Lasting Power of Attorney Certificate Provider

Wills in England and Wales are governed by the Wills Act of 1837 but Lasting Powers of Attorney are a much more recent addition, having started in 2007 in response to the Mental Capacity Act 2005. Therefore, LPAs have much less arcane language than Wills but there are still terms in them which can confuse […]