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Why clients should take care when considering whether to exclude family from their will.

Safeguard Your Client’s Family’s Future with a Lifetime Trust: Protect Your Client’s Home and Prevent Inheritance Disputes

The Consumer Duty Act 2023 (‘CDA’) is a new piece of legislation that imposes new obligations for financial services firms. These obligations are designed to protect consumers and ensure that they receive good quality services from firms.

A recent news story in The Sunday Times has highlighted the importance of updating your will when you remarry. The case involves three brothers who are now in a legal dispute with their stepfather, after their mother's will was deemed invalid due to her remarriage. 

Whether you are a trustee of a trust or a professional adviser to trustees of trusts you will probably have heard about HMRC’s Trust Register. What you may not be aware of is that, as a result of the 5^th Money Laundering Directive, a number of trusts not previously  required to register must now do so by 1^st September 2022.

Those of a certain age will no doubt remember the Bruce Forsyth TV show ‘The Generation Game’ whereby two people from the same family (but from different generations) compete to win prizes.

People are at the heart of every small business. However, whilst most business owners know to insure their stock and other physical assets, the key people driving a business forward are often overlooked in this respect.

The drafting of a Will is one of the easiest things to put-off doing for any number of reasons, however, it is an extremely simple process that can save an immense amount of both time and money.

This article is intended to help you understand the options in respect of choosing trustees for a trust and to give you an overview of the responsibilities of a trustee.

We are often asked for ways for client to make gifts that will not affect their Inheritance Tax (IHT) ‘Nil Rate Band’ so we have put together this short guide to explain the different types of IHT exempt gifts.