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Richard Potts

Trustee Week - Investing For Charities

Charities are unique in many ways, and identifying and implementing specific investment solutions is a prime example. Whether it is...

10/11/23
Victoria Gammon

Talk Money Week – The Importance of Budgeting

Creating a personal financial budget is key to helping you feel in control, achieve your goals, and have a financially secure future. A...

09/11/23
Elizabeth Gibbison

Why Are Younger Generations Taking Succession Planning Seriously?

There is magic in having a proper succession plan in place and disaster can unfold in the absence of it.  There has been an increase in...

08/11/23
Ed Tomlinson

Talk Money Week – The Importance of ISA’s

In early April 1999, the then Labour chancellor, Gordon Brown introduced individual savings accounts (ISAs), which were designed to...

07/11/23
Matthew Briggs

Charity Trustees And Inspiring The Next Generation

It’s no great mystery that young people have had it tough for the past few years. Whether that is through the disruption of their...

03/11/23
Stephanie Kerr

Inheritance Act Claims: Considerations for Charity Trustees

Charity trustees give a great deal of time, commitment and effort making decisions to help good causes to thrive. However, sometimes the...

03/11/23
Matthew Briggs

The Role And Responsibilities Of A Charity Trustee

Whether you’re an experienced trustee or new to the role, you want to be sure you are supporting the longevity and prosperity of the...

03/11/23
Emma Hopton

Cohabitation Disputes: What issues could 'The Addams Family' be facing in their macabre mansion?

The Addams Family, a household filled with family values, or a nightmarish arrangement destined to end in bloodcurdling litigation.  The...

31/10/23
Sarah AlJourani

Sharia Series; void, voidable or non-marriage?

There are currently 3,868,133 Muslims in England and Wales (6.5% of the population.) It’s therefore no surprise that the Law Commission...

30/10/23
Matthew Briggs

The Post-Pandemic World: Considerations for employers when employees work abroad

Our previous article on the post-pandemic work balance focused on the tax implications of employees working abroad, but how does this...

23/10/23
Matthew Briggs

The Post-Pandemic World: Considerations For Employees Who Work Abroad

The COVID-19 pandemic brought about significant changes in working patterns with many employees choosing to work remotely, including from...

23/10/23
James Wright

Winter v Winter [2023] EWHC 2393 (Ch) - Don’t put all your eggs in one basket

Two brothers brought a claim to challenge the will of their father, on the basis that their parents made mutual wills in 2000 and as...

23/10/23
Leah Corbett

‘The Female Voice’ Panel: Top Tips for Confidence and Making an Impact in Business

As part of our new initiative ‘the female voice’ we hosted an event designed to empower women and foster connections within professional...

06/10/23
Hayley Trim

Who Wants to be a Millionaire? – Planning and Protection

Whether a client has recently come into money (e.g. from an inheritance, lottery win or success on Who Wants to be a Millionaire!), or...

02/10/23
Sarah AlJourani

Sharia Series; Mahr and the English court system.

Mahr (sometimes referred to as mehr) is an obligatory gift provided by a husband to his wife at the time of an Islamic marriage. There is...

29/09/23
Matthew Briggs

Bridging The Generational Gap Through Philanthropy

It is often said about family money that the first generation makes it, the second spends it, and that it is lost by the third...

26/09/23
Nicola Hawkins

Legal Authority To Act For A Loved One Living With Dementia

Today is World Alzheimer's Day. It is estimated there are nearly one million people living in the UK with dementia.  The purpose of World...

21/09/23
Connie Smith

Trusts and Divorce - Considerations for advisors to HNW and UHNW individuals

The family trust is a common vehicle set up to ensure the retention and growth of family wealth through future generations. Many of the...

19/09/23
Nicola Hawkins

Internet Scams and Fluctuating Capacity, A Personal Perspective

Lawyers rarely like to disclose details of their personal lives.  However, I wanted to take the opportunity to advise, following some...

19/09/23
Vicky Lambert

World Suicide Prevention Day

As we approach World Suicide Prevention Day on Sunday 10 September; I thought it might be helpful to reflect on the theme of ‘Creating...

08/09/23
Laura Pang

Covid Closures To Probate Offices Still Causing Delays Leaving Grieving People At Risk Of Financial Hardship

Delays in the issue of probate documents hit an all time high in 2023. As at May 2023, the average wait time for a Grant of Probate (on...

08/09/23
Sarah AlJourani

Sharia Series; validity of marriage, a focus on Tousi v Gaydukova [2023]

The Office of National Statistics recorded that in 2019, there were 219,850 legally valid marriages in England and Wales. The number of...

30/08/23
Lara Jackson

McLean v McLean – The High Bar Needed To Establish Mutual Wills

A recent case in the High Court brings in the question of trust when creating a mirror Will with a spouse. Following the death of her...

30/08/23
Nicola Hawkins

Barbie owns the Dream House, so what happens to Ken? - Examining the estate planning and probate issues at stake

By now, you will have likely seen or heard about the new Barbie film, starring Margot Robbie and Ryan Gosling.  In the film, the Dream...

24/08/23
Tara Smith

‘Enduring Family Relationship’ – Can We Be Friends?

For National Surrogacy week 2023, I wanted to reflect on one particular case from the last year that will give many modern families a...

16/08/23
Antonia Birchall

The Perils Of Pensions in Divorce

It’s critical that, as part of the separation process, couples take time to think about and discuss one of their single most valuable...

13/08/23
Joanna Uzoka

A recap on the surrogacy law reforms – is it finally time for a change?

In March of this year, we had the first insight into the long overdue proposed surrogacy law reforms. This was particularly interesting...

31/07/23
Jules Spanner

Changes in the Tax Landscape for rural clients

Following Brexit, the UK government now has the scope to change farming policy and the whole way in which land is used. With buzz phrases...

31/07/23
Jodie Buck

The legal battle over Aretha Franklin’s last will

Earlier this month, a Michigan court ruled that a 2014 handwritten note, discovered under a sofa cushion at Aretha Franklin’s home, was...

28/07/23
John Bunker

Bank of Mum and Dad – key legal and tax issues helping family get started on the housing ladder

The BOMAD (Bank of Mum and Dad) is the UK’s 9th biggest lender, with thousands of young adults needing help from a family source to even...

26/07/23