Category: Private Client

Nicola O’Dwyer Feb 2021

The pitfalls of a homemade will can cause more than heartache

Another day, another story of how a DIY will has been through the courts and has been successfully overthrown. Whilst the temptation might be there to try and cut corners, it really isn’t worth the financial or emotional heartache for those left behind.

Nicola O’Dwyer Jan 2021

Could you write a letter with your will?

In a previous blog I wrote about how the pandemic had caused a spur of new will applications, however, it seems that writing official records is something that has taken a lot of households by storm.

Victoria Evans Jan 2021

Are you locked out of your Child Trust Fund?

If you set up a trust fund for a child who has learning disabilities, you might want to consider how to access those funds when the child reaches 18.

Terina Farnan Jan 2021

The digital assets that are worth a will

Last year, we wrote a blog about how digital assets are commonly overlooked when writing a will. But, thanks to a recent survey by the Law Society, now might be the best time to give it some thought.

Chris Millar Jan 2021

We are open

During these uncertain times, it is good to know you can count on us.

Even after the recent Government announcement of another national lockdown we remain open for business and are here to help you.

Mehboob Dharamsi Dec 2020

Actress case demonstrates how family feuds can go too far

Just as we publish a blog about why it can be difficult to leave direct descendants out of your will, we hear about the case of Tamara Lucas.

Liz Dalgetty Nov 2020

As well as credit checks, should more companies be running mental health checks?

Affordability is a key issue when it comes to any transactions or financial contracts. Whilst an applicant may be sound on paper, there are no personal or medical references needed, but why is that important?

Liz Dalgetty Nov 2020

When family feuds go wrong: Can I leave my son out of my will?

You’d be surprised how often I get asked questions like this in my profession, but whilst leaving a family member out of a will is a difficult moral dilemma, there might be other things to consider - or it could just come back to haunt you.