Category: Private Client

Liz Dalgetty Mar 2022

Planning ahead will be the only cure to future heartache

According to a recent story by the BBC experts have predicted 153 million people across the globe will have dementia by the year 2050. While that may feel a long way off, it’s actually the perfect time to be thinking about planning ahead.

Liz Dalgetty Mar 2022

It’s Update Your Will Week

The Solicitors for the Elderly (SFE) has launched its first-ever Update Your Will Week - and we’re very much behind the campaign.

Lucy Whittam Mar 2022

Video link witness signature laws extended until January 2024

There were not many good things to come out of the pandemic, but for us as professionals, we saw people really thinking about their future - and it seems to have sparked a revolution at government level too, where centuries-old laws are finally being reformed.

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

The beginning of the end for rogue funeral planners

Pre-paid funeral plans are designed to allow anyone eligible to make provisions for their own or someone else's funeral. However, they’ve been heavily scrutinised due to their lack of regulation - but that is all about to change.

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 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

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.