Jenna Hopkins Sep 2021

Skyrocketing property prices could leave you IHT “bust”

The pandemic has pushed house prices up to record levels which is great news if you're in the market to sell or invest long-term. However, there is a downside if you are about to inherit property.

Liz Dalgetty Sep 2021

86% want families to make decisions, but less than half have a will and just 14% have an LPA. Why?

Last year, we wrote about how there was a spike in demand for will-related services and Lasing Powers of Attorney (LPA), as Covid-19 took hold. But, what if I told you that dementia killed more women last year than Covid-19?

Liz Dalgetty Aug 2021

When is the right time to share passwords?

We’ve written many blogs about the importance of getting your affairs in order for physical things, like property or cash, in the event of your death. However, we’ve also seen how digital assets are causing more and more of a headache, because quite often these are simply “forgotten”.

Jenna Hopkins Aug 2021

Q&A: Why is my inheritance being passed to creditors?

Q: My mum has recently, and unexpectedly, passed away. She named myself and my brother in her will as beneficiaries of her estate, which includes her home and a few other assets. 

Liz Dalgetty Aug 2021

The battle to access Child Trust Funds continues

Last year, we heard about the many thousands of disabled children who faced being “locked out” of their Child Trust Funds, because they will not be deemed to have the capacity to manage their own finances - and it seems very little has moved on.

Liz Dalgetty Aug 2021

Q&A: Can I invest on behalf of my mum?

Q: My elderly mother has just gone into a nursing home. I have a financial Lasting Power of Attorney (LPA) which currently enables me to act on her behalf to look after her financial affairs. Her memory is getting worse, some dates are better than others, she is not safe though living in her home. 

Mehboob Dharamsi Jul 2021

Q&A: Can I buy mum’s house under market value?

Q: Since my father passed away two years ago, my mum has been considering downsizing to a smaller property that is more manageable for her in older age. She currently lives in a four bedroom property with a large garden in an area that my family and I are unable to afford to live in. My mum then made a very generous offer and said my wife and I could purchase her property at a significantly discounted rate, so that we could live there with our two children, but still allow her to downsize. It seems like a win-win situation, but, is there any reason why I wouldn’t be able to purchase mum’s property under market value?

Liz Dalgetty Jul 2021

A Lasting Power of Attorney could help protect the elderly and vulnerable against fraud

During Covid-19, a new epidemic has started to take hold; the rise in online crime - and our elderly and vulnerable are particularly at risk.

Nicola O’Dwyer Jul 2021

Life after Lockdown - Returning to the office

At the press conference on the 5th July, the Prime Minister announced the relaxation of the regulations on the 19th July subject to a review of the latest data on the 12th July. If the regulations are relaxed, then employees will be able to return to the office on the 19th July.