Recent Articles

Lasting Power of Attorney Registration Fee Refunds: Are You Entitled?

March 09, 2018 | Wills and Probate

If you applied to register your Lasting Power of Attorney (LPA) or Enduring Power of Attorney (EPA) in England and Wales between 1 April 2013 and 31 March 2017, you should be able to claim back part of the application fee. In April 2017, the fee to register an LPA (or EPA) was reduced to(Read more)

Power of Attorney System in England and Wales: Attacked by Retired Senior Judge

September 18, 2017 | Wills and Probate

Retired Senior Judge at the Court of Protection Denzil Lush has warned of the lack of safeguards in the Power of Attorney system in England and Wales. In comments made to the BBC Mr Lush warned that lasting Powers of Attorney (LPAs) may leave elderly people open to financial abuse and can have a ‘devastating(Read more)

Where There’s a Will, There’s Not Always a Way…

August 17, 2017 | Wills and Probate

A Will is undoubtedly one of the most important legal documents any of us should write. The absence of a Will, or the presence of a sub-standard Will, can cause serious complications for loved ones, at what is already an extremely difficult time. The purpose of a Will is not just to ensure your daughter(Read more)

Making Tax Digital: Consultation Period on Penalties

May 16, 2017 | Wills and Probate

Making Tax Digital:  Consultation period on penalties for late online submissions and the payment of tax   In the Budget proposals for 2015, the government set out their plans for a modernised tax system and the end of filing tax returns each year.  At that time the government announced it would improve the service it(Read more)

The Importance of Making an Election if You Own One or More Properties

May 12, 2017 | Wills and Probate

A recent case has highlighted the importance of making an election is you own one or more properties.  The facts of this case follow in very brief terms. Background On 25 June 2004, the taxpayer and his wife bought a property in London NW11. On the same day, they bought, in his name only, a(Read more)

What is Residence Nil Rate Band?

May 11, 2017 | Wills and Probate

On 6 April 2017 a new top up called the ‘residence nil rate band’ (RNRB) was introduced. This is in addition to the existing nil rate band of £325,000 per person. The new RNRB allows you to give a proportion of value of your ‘residence’ to your ‘lineal descendants’ free of inheritance tax for deaths(Read more)

Controversial Probate Fees Scrapped

April 28, 2017 | Wills and Probate

On 21 April 2017 the Government confirmed that the controversial plan to increase probate fees has been scrapped. The Ministry of Justice reportedly said that time has run out for the legislation to pass through Parliament prior to the snap election on 8 June 2017. Under the proposed changes a probate fee on a sliding(Read more)

A New Way of Reporting to HMRC

April 27, 2017 | Wills and Probate

Will tax advisers have nothing to do in the future? A new way of reporting to HMRC The move to a more digital tax system should come as welcome news to the many taxpayers who already choose to report much of their information to HMRC online. An outline of returns currently submitted online Self- Assessment(Read more)

Making Tax Digital: What Will It Mean For You

April 10, 2017 | Wills and Probate

Making Tax Digital is a government initiative that sets out a bold vision for ‘a transformed tax system and the end of the tax return’ by 2020. What will it mean for you? When I first prepared tax returns, there were just a couple of pages to contend with and for missing information you could(Read more)

What is an LPA?

March 16, 2017 | Wills and Probate

What is an LPA? An LPA (Lasting Power of Attorney) is a legal document which allows you to choose another person or people to make decisions on your behalf. This might be, for example, when you are ill or cannot make decisions because you lack mental capacity. There are two main types of LPA: property(Read more)