Category: Private Client

Liz Dalgetty Jan 2022

Why we need the care sector equivalent of TripAdvisor

Choosing care homes is stressful enough. Worrying about how loved ones will be looked after and if they’ll be happy there are all emotional and difficult decisions. However, it’s made worse by the complicated rules surrounding care - and how there only seems to be a bare minimum set of standards.

Liz Dalgetty Jan 2022

Dying without a will only leaves behind a ticking relationship timebomb

While many of us are so busy “seizing the day” or “living for the moment”, it’s easy to see how planning for the end of your life can seem like an unwelcome guest at a party - but in my line of work I’ve seen time and time again the damage it can do.

Liz Dalgetty Jan 2022

Long-awaited new government white paper finally set out 10-year vision - but there is still some way to go

Following the Prime Minister’s announcements about the social care cap, the government published its first white paper on Wednesday 1st December, outlining its vision for the future. But, was it worth the wait?

Liz Dalgetty Nov 2021

If the Chancellor takes your pension pot for IHT you might want to stay one step ahead

It’s fair to say expectations of anything less than doom and gloom from last month’s Budget were pretty standard as we recover from the economic blow that was Covid-19 - and it seems even if you die you have not escaped the Chancellor's notice for an opportunity for taxation.

Liz Dalgetty Nov 2021

Sign a digital LPA - and save yourself 20 weeks!

If you’re about to draft a Lasting Powers of Attorney (LPA) document, you might be in luck - as the process to sign paperwork and make things official could be about to get easier.

Liz Dalgetty Nov 2021

If you’ve had a couple of marriages, you might want to check your will

Posthumous fallouts don’t just sound unpleasant, but for those living through them, they can be heartbreaking to deal with, on top of losing a loved one.

Liz Dalgetty Oct 2021

STEP pushes for simpler access to digital assets after death

The professional body for lawyers and other practitioners who work with families, STEP, has completed a project with Queen Mary University of London, highlighting the real problems people will face if accessing digital assets isn’t made more simple.

Liz Dalgetty Oct 2021

Marrying in later life? You might want to consider the financial side.

As we enjoy longer, healthier, and more active lives, many people see retirement as a chance to try something new - which is perhaps why more of us are marrying much later. But, whilst being older and wiser can bring with it more life experience when it comes to relationships, there are some financial implications to consider too.

Liz Dalgetty Sep 2021

OPG outlines plans to make LPAs “fit for the future”

The Office of the Public Guardian (OPG) has released a consultation in efforts to bring the Lasting Powers of Attorney (LPA) process up to date without compromising safety.