Frettens Banner Image

Blog

Services
People
News and Events
Other
Blogs

Wills and tax

New Recruits in the Forest

Lee Young
  • Posted
  • Author

Malky Chaloner and Amy Leung have joined Frettens’ New Forest Offices, expanding the Wills & Tax and Conveyancing Teams. Malky is a solicitor in the  Wills & Tax Team , working in both the Brockenhurst and New Milton...

Will Regulation

Lee Young
  • Posted
  • Author

There has been a huge amount of lobbying over the issue of will regulation over the last few months from within the solicitor’s profession, but the Lord Chancellor has rejected the recommendation by the Legal Services Board to bring  will writing...

Inheritance Tax Planning

Lee Young
  • Posted
  • Author

Making plans to avoid paying Inheritance Tax is not illegal. There are a number of ways to reduce your potential liabilty which are perfectly within the law and acceptable to HM Revenue and Customs. Inheritance Tax (IHT) is payable at 40% on the net value...

Discretionary Trusts - an introduction

Julie Frampton
  • Posted
  • Author

A Discretionary Trust is a legal arrangement where trustees have discretion about how to use the income of the trust and sometimes the capital. The trust is used to protect assets such as land, buildings or money for the benefit of the beneficiaries to the...

The dangers of cowboy will writers

Lee Young
  • Posted
  • Author

There are several ways of having a Will written but the most important thing you should consider is if your last wishes will be effective when you die – will your estate be passed onto the people you choose. Incorrectly drawn up Wills are all too...

How do you contest a Will?

Michelle Hayter
  • Posted
  • Author

A will is a legally binding document setting out a person’s instructions, wishes and bequests but there are several reasons whereby a will may be challenged including : • The will was not made in accordance with the law and is therefore invalid ...

When is the right time to talk about it?

Lee Young
  • Posted
  • Author

To most of us talking about death is taboo. You might not want to think about what happens when you enter your last years of life, but if you don’t, you leave difficult decisions for those left behind. No-one knows when illness will strike but putting...

Are DIY Wills Dangerous?

Julie Frampton
  • Posted
  • Author

Yes! A Will is probably the most important document that you can make and trying to do it yourself could end up costing your family thousands of pounds to sort out after your death. One of the most common problems with a DIY Will is that it is not legally...

Loss of mental capacity - managing someone's affairs

Lee Young
  • Posted
  • Author

It’s a sad fact of life that an increasing number of people will lose their mental capabilities – and not only as they get older – it can happen to a young person, particularly if they have been involved in an accident. A recent estimate...

Updating your Will after marriage

Heather Varley
  • Posted
  • Author

It is estimated that only 10% of newly married couples update their Will after marriage . Any major life event such as marriage, divorce, birth of a child or change in your financial situation have an impact both on your wishes and the distribution of your...

Disputed wills on the rise - Video article

Michelle Hayter
  • Posted
  • Author

A short video article featuring Michelle Hayter , Dispute Resolution Partner talking about the rise of disputed wills .   For a free initial meeting, please call 01202 499255 and  Michelle or a member of her team will be happy to discuss...

Tax avoidance versus tax evasion

Lee Young
  • Posted
  • Author

What’s the difference? As former Chancellor of the Exchequer Denis Healey once said ‘the difference between the two is the thickness of a prison wall.’ Tax avoidance involves using legal means to reduce your current or future tax...

Will writing to be regulated for first time

Lee Young
  • Posted
  • Author

The Legal Services Board (LSB), the body which regulates lawyers in England and Wales, have called for urgent regulation of will writing. The LSB said that all firms who offer will writing and estate administration should be regulated, to protect consumers...

Inheritance Tax changes will encourage charitable giving

Lee Young
  • Posted
  • Author

As part of David Cameron’s ‘Big Society’ the government has reduced the rate of Inheritance Tax (IHT) from April this year, in a bid to encourage more people to include a gift to charity in their Will. Lee Young heads our Wills and Tax...

Frettens Take Action for Lewis-Manning's Make a Will Campaign

Lee Young
  • Posted
  • Author

A group of local Solicitors is teaming up to help people plan for the future and raise money for a local charity by taking part in Lewis-Manning Hospice’s “Make a Will Fortnight”, which runs from the 11th – 22nd June 2012. ...

Protecting your Assets from Nursing Home Fees

Lee Young
  • Posted
  • Author

Several clients enquire about protecting their assets from nursing home fees should one half of the couple go into nursing care. There is a common misconception that this can be done simply by altering the ownership of the property from Joint Tenants to...

Lasting Power of Attorney - what is it?

Lee Young
  • Posted
  • Author

First and foremost, a Lasting Power of Attorney (also known as an LPA) is a powerful legal document. Lee Young , Head of our Wills & Tax Team, explains “It permits you to appoint someone that you trust to make decisions on your behalf, either...

How will you fund care home fees?

Heather Varley
  • Posted
  • Author

It is estimated that one in five men and one in three women will need to enter a care home at some time in the future and many others will need help with everyday living in their own homes. Local authorities are responsible for assessing your care needs and...

FAQ - Inheritance Disputes

Michelle Hayter
  • Posted
  • Author

Michelle Hayter is a solicitor specialising in helping people to make a claim to dispute an inheritance and to take action when they feel that a will has not been made properly. Here, she answers some common questions. Q: What is meant by an...

Your digital assets after death

Lee Young
  • Posted
  • Author

Have you ever considered what will happen to your assets stored on line in the event of your death? This can include music, films and photos stored online. What about the disposition of online bank accounts, websites and financial data? Many sites like...

  • Page 5 of 5
home