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Can I remove an attorney from my power of attorney?
Insights

Can I remove an attorney from my power of attorney?

Posted on 04th April 2023 in Later Life Planning

Attorneys’ circumstances, or their relationship to the donor, could change and they may no longer be suitable to act.
Emma McAdam

Posted by

Emma McAdam

Solicitor
Less than a month to make those (Capital) gains!
Insights

Less than a month to make those (Capital) gains!

Posted on 07th March 2023 in Later Life Planning

As part of the cutbacks in the Autumn Statement last year, the government confirmed that each person’s Capital Gains Tax allowance is to be reduced from 6th April 2023.
Rachael Morley

Posted by

Rachael Morley

Partner & Solicitor
Changes to the application process for property and financial affairs deputyships
Insights

Changes to the application process for property and financial affairs deputyships

Posted on 20th December 2022 in Later Life Planning, Safeguarding Vulnerable Clients

Applying to become a person’s deputy for property and finances can be a lengthy and complex process. Applications often take upwards of six months to complete, even for relatively straightforward cases.
Emma McAdam

Posted by

Emma McAdam

Solicitor
Record delays for registering LPAs with the Office of the Public Guardian
Insights

Record delays for registering LPAs with the Office of the Public Guardian

Posted on 22nd November 2022 in Later Life Planning

The England and Wales Office of the Public Guardian (OPG) is still experiencing delays with the registration of Lasting Powers of Attorney (LPAs).
Sasha Brennan

Posted by

Sasha Brennan

Solicitor
Sample court order for appointing a deputy
Insights

Sample court order for appointing a deputy

Posted on 31st October 2022 in Later Life Planning, Safeguarding Vulnerable Clients

The Office of the Public Guardian has released a sample Court Order appointing a deputy for property and financial affairs. This contains all of the powers deputies would usually be granted to deal with a person’s finances, as well as any restrictions on their powers.
Emma McAdam

Posted by

Emma McAdam

Solicitor
New guidance for deputies selling property
Insights

New guidance for deputies selling property

Posted on 21st October 2022 in Later Life Planning, Safeguarding Vulnerable Clients

Lay-deputies may not be aware of the potential difficulties of selling a person’s property. Although this is a common task for deputies to become involved in. The Court of Protection and professional legal bodies have produced new guidance confirming the steps and issues for deputies to consider when selling property.
Emma McAdam

Posted by

Emma McAdam

Solicitor
Are transfers between siblings exempt from Inheritance Tax?
Insights

Are transfers between siblings exempt from Inheritance Tax?

Posted on 29th September 2022 in Later Life Planning

It is widely known that in the UK the Inheritance Tax exemptions available on death have not substantially changed in line with inflation and the increasing value of properties.
Sasha Brennan

Posted by

Sasha Brennan

Solicitor
What happens if an executor ignores their duties?
Insights

What happens if an executor ignores their duties?

Posted on 23rd September 2022 in Probate & Wills, Later Life Planning

The Society for Trust and Estate Practitioners (STEP) have recently reported a case in the England and Wales High Court (EWHC) where an executor faces jail time for ignoring their duties and failing to act.
Sue Halfyard

Posted by

Sue Halfyard

Partner & Chartered Legal Executive
New deprivation of capital guidance for local authorities
Insights

New deprivation of capital guidance for local authorities

Posted on 07th September 2022 in Later Life Planning, Safeguarding Vulnerable Clients

The Local Government and Social Care Ombudsman has issued guidance to councils on the often-complex issue of Deprivation of Capital decisions.
Sue Halfyard

Posted by

Sue Halfyard

Partner & Chartered Legal Executive
Another one bites the dust: aparthotels and their claim to Business Property Relief
Insights

Another one bites the dust: aparthotels and their claim to Business Property Relief

Posted on 01st August 2022 in Parks, Later Life Planning, Company & Commercial

Business-owners will no doubt be well aware of the potentially valuable relief from Inheritance Tax known as Business Property Relief. Where successfully claimed, BPR can shield the full value of a business from the charge to Inheritance Tax.
Rachael Morley

Posted by

Rachael Morley

Partner & Solicitor
What is an EPA and are they still valid?
Insights

What is an EPA and are they still valid?

Posted on 22nd July 2022 in Later Life Planning

EPAs were replaced by Lasting Powers of Attorney in October 2007, so it is no longer possible to make a new EPA. However, many existing EPAs will still be valid and may still be used by the relevant attorneys if needed.
Emma McAdam

Posted by

Emma McAdam

Solicitor
Lasting Powers of Attorney: Making your wishes clear
Insights

Lasting Powers of Attorney: Making your wishes clear

Posted on 01st June 2022 in Later Life Planning

When making a Power of Attorney there are many considerations to consider, including choosing someone you trust to carry out your wishes and conduct your affairs.
Sue Halfyard

Posted by

Sue Halfyard

Partner & Chartered Legal Executive