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Wills, Trusts & Probate

Reporting an estate's value for inheritance tax

Rebecca Tuffrey
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Acting as an executor means that you are responsible for reporting the value of the estate and declaring any inheritance tax due, so it is important to make sure you follow correct procedures. ‘Since January 2022, new rules apply in respect of...

Planning your legacy through charitable giving in your will

Rebecca Tuffrey
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There are many reasons why someone might choose to leave money to charity in their will. Tax planning may be a key incentive, or it could be due to a lack of close family members. Some may simply wish to create a longer lasting personal legacy or they might...

Intestacy lessons from the rich and famous

Rebecca Tuffrey
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While celebrities often have many professional advisors who look after their business affairs, like many ordinary people they sometimes do not get around to making a will and setting out their particular wishes. ‘When you die without a will,...

Shining a light on secret and half secret trusts

Silviya Maclean
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A secret trust can be a useful way of leaving a gift in your will if you do not wish the details of that gift to become public knowledge.  Historically, secret trusts were used by those wishing to pass assets to extra-marital partners or illegitimate...

The risks of DIY probate

Rebecca Tuffrey
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An increasing number of executors choose to deal with an estate themselves when a close relative dies, but is this really a wise move?  The reality is that probate is usually a complex process, even where the estate appears at first blush to be small...

Making a will after a second or subsequent marriage

Rebecca Tuffrey
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Without a valid will that says otherwise, your spouse may inherit most if not all of your assets on your death and any children you have from previous marriages could be left with little or nothing.  This is why more and more cases are being brought...