We are delighted to announce the appointment of Karen Yates as the firm’s new Head of Private Client. Karen joins from Napthens in Preston. Her new role will see her focusing on a variety of core work including wealth and succession planning, inheritance tax advice, trust creation and administration, wills, lasting powers of attorney and... Read the rest of this entry →
Category Archives: Private Client
We are delighted to announce that Lewis Thompson, associate solicitor in our Private Client team, was named Legal Professional of the Year 2019 at the JCI Manchester Young Talent Awards. The awards ceremony, which took place at The Midland Hotel, attracted hundreds of Manchester’s most talented young professionals. The annual event recognises outstanding individuals between... Read the rest of this entry →
Safety First. Wednesday Jones – Probate Practitioner in our Private Client department – discusses home visits
I love home visits. I get to see the client or their loved ones in a familiar and informal setting, where they are relaxed and more able to give clear instructions. Many people feel as anxious about visiting a solicitor’s office as going to a hospital appointment and can get flustered when faced with a... Read the rest of this entry →
Think Twice! Wednesday Jones – Probate Practitioner in our Private Client department – discusses gifting your property
I get a lot of calls from clients who have it on good authority (bloke down the pub / lady in the paper shop) that signing over their house to their children is a sure-fire way of avoiding paying for care fees. They typically want to come in to see me with a view to... Read the rest of this entry →
Paradise Lost? Wednesday Jones – Probate Practitioner in our Private Client Department – discusses lost Wills.
So, a relative dies who you know for certain wrote a Will. But – you can’t find it. You’ve looked everywhere without success. All you have is a photocopy; will that do? When a person dies, their Will is ‘proved’ at the Probate Registry – this means it is deemed to be an original and... Read the rest of this entry →
Lasting Powers? Wednesday Jones – Probate Practitioner in our Private Client team – discusses Lasting Powers of Attorney
We lawyers are often accused of making things difficult to understand; using terms like whomsoever, subject to the preceding clauses, the party of the first part, per stirpes etc. It is believed that this love of all phrases complicated is a ploy to put the lay-person off dealing with legal issues themselves and to drive... Read the rest of this entry →
War of the Wills – Wednesday Jones – Probate Practitioner in our Private Client team – discusses inheritance squabbles!
War of the Wills. Sounds like an episode of Game of Thrones, doesn’t it? But, as we in Private Client see on an all too regular basis, the truth is often stranger (and more depressing) than fiction. We advise our clients that having a valid Will is a sure-fire way to ensure everyone they love... Read the rest of this entry →
The right to spite? Wednesday Jones – Probate Practitioner in our Private Client team – on claims against the estate
In Britain, we have always championed the importance of free Will. But when it comes to your Will, are you really free to dramatically disinherit your family – especially if you don’t get along? The case of Illot v Mitson brought this issue to the fore, with sensationalist headlines such as Charity cheats grieving daughter... Read the rest of this entry →
Death of the Salesman? Wednesday Jones – Probate Practitioner in our Private Client team – discusses prepaid funeral plans.
In the Private Client department, we see clients who (after weeks of prevaricating, telephone calls and letters requesting further clarification) eventually decide not to write a Will. Even in this enlightened age, there remains a superstition related to all things mortal – we Brits do not like talking about death; particularly our own. Likewise, haggling... Read the rest of this entry →
Charlotte Tyrer – Solicitor in our Family and Private Client teams – discusses the effect of Divorce and Separation upon your Will
If you are going through a marriage or relationship breakdown, understandably making a new Will is unlikely to be high on your priority list. However, if you have one, your existing Will may no longer be appropriate in the new circumstances and it is worth reviewing it sooner rather than later. Separation Separation can take... Read the rest of this entry →