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Tag Archives: probate

Probate: What happens when beneficiaries want to remove an executor or administrator?

I often come across cases where personal representatives and beneficiaries don’t get on and one party wants to remove another.  Can this be done after an executor or administrator has obtained a Grant of Probate or a Grant of Letters of Administration? The short answer is yes, but there needs to be a very good reason! An application to remove or substitute a personal representative is usually brought under s50 of the Administration of Justice Act 1985.  The court will then consider the welfare of the beneficiaries. Removal applications are expensive and the court will therefore want to see a compelling reason for the removal, together with evidence that that no alternative means of resolving the dispute exists. The person making the removal application will need to show that the estate cannot be properly administered for the benefit of the beneficiaries in the existing situation.  Applications based on personal friction, which do not impede …Read More

Probate: What do your clients want to pass on to the next generation when they die?

A survey by CPJ Field & Co funeral directors asked people what they would like to pass on to others when they die.  The people surveyed were split into two age groups; 18-44 and 45+ The older group had a fairly traditional view of items to pass on to their loved ones, including photos, jewellery, property and ornaments. The younger group favoured less tangible legacies such as recipes and family traditions, although they also said they’d want to leave jewellery and photos. By Karen Shakespeare, 16th May 2013.

Health and Wealth: What is on your client’s bucket list?

Having reached the age where life begins, I’ve become more aware of my life’s achievements and the things I still want to accomplish.  I was therefore interested to read the results of a recent survey carried out by a funeral director (CPJ Field & Co) which revealed the most popular  things people want to do before they die. The results are split into two age groups; 18-44 and 45+.  The subtle differences between the two groups is fascinating. Both groups listed travel as their main goal and seeing their children settled as their second highest priority. The lists then start to differ.  The next two most important goals for 18-44 year olds is to get married and have children.  Understandably, these two aspirations don’t feature at all for the 45+ group.  They’ve already been there, done that! For the over 45 year olds, it seems that fitting a few fun …Read More

Probate: Consultation begins on inheritance and trusts bill

The government has issued a draft Inheritance and Trustees’ Powers Bill based on recommendations published by the Law Commission in December 2011.  The draft bill includes the following provisions: Intestacy Rules – removal of life interest trust As things stand, if the deceased leaves a spouse and children, the surviving spouse receives only the first £250,000 of the estate. The remainder is split in two, with half going to the deceased’s children outright and the other half going to the children when the surviving spouse dies (a life interest trust). Under the new bill, the surviving spouse gets the £250,000 statutory legacy, the deceased’s personal chattels and half the balance of the remaining estate outright. Children or other descendants share the other half of the balance. Intestacy rules – removal of parents and siblings At the moment, if the deceased had no children, and the estate is worth more than …Read More

Wills: Confusion over lifetime gifts made to beneficiaries of a will

The recent case of Kloosman v Aylen highlights the confusion that can arise when lifetime gifts are given to the same people who are due to benefit under a will. In September 2007, Richard Frost made a will that divided his estate into thirds; one third for his daughter Linda, one third for his daughter Susan and the remaining third for his son and grandchildren. Soon after making the will, Mr Frost sold his London house for £350,000 and moved in with his daughter Linda.  A few weeks later, knowing he was dying of cancer, he made cash gifts of £100,000 each to Linda and Susan. When Mr Frost died in March 2008, his estate consisted of the remaining £137,000 from the sale of his house. The question was, had Mr Frost intended the gifts to be advance payment to Linda and Susan from their thirds?  Or did he want them each to inherit a third of the remaining £137,000 in addition to the £100,000 they had …Read More

Welcome

Whether you are looking for simple will advice, information on trusts or estate management, you’ll find news articles and useful information to ensure you’re better informed. I offer all services to individuals, couples, families, trustees, beneficiaries and charities. I have years of experience as a private client solicitor specialising in this area of law, working for many large reputable law firms. I have also provided wills and tax planning advice to several high profile individuals from the showbiz world as well as sports personalities and multi millionaire business tycoons. Rest assured you’re in very capable and safe hands.

Publications

I write articles on a variety of subjects for law firms’ websites and newsletters. Below is a selection of articles that have been published. Capital Gains Tax – Sunday Express Be Prepared To Sign On The Line – Metro Wedding Gifts Could Be Next Tax Target – YahooFinance.com and YourMoney.com Wasting Assets – Classic Car The Taxing Of Second Properties – Business 550 Sweeping Changes To Law – The Business Magazine Tax Woe At Woburn Abbey – New Law Journal Living In Limbo – New Law Journal Investing For The Future – Business East Midlands Wedding Season Could Become Even More Taxing – Business Times Don’t Let Love Blind You To Your Rights – Northamptonshire Evening Telegraph

Freelance consultancy

In addition to working for the public, I also offer freelance consultancy to other legal professionals and law firms.  My services are available on an hourly rate or fixed fee basis to suit your needs. Practical advice and solutions for problem files Advising business clients on dealing with deceased debtors, insolvent estates and incapacity issues Drafting documents Updating precedents Client meetings Client care issues including complaints handling Office systems including department manuals, file reviews, client due diligence Sickness/holiday cover Marketing Blog/article writing Training Seminars Testing case management software