1. Wills

If you have a connection with any EU member states that have signed up to the EU Succession Regulation, this may affect what happens to your estate when you die.

You often hear stories of cats or dogs inheriting fortunes but, in England and Wales, at least, it is impossible to leave money to your pet.

Under the IPFDA 1975, certain people are able to bring a claim in court against the estate of a person who has died.

It’s important to carefully consider who to appoint as an executor or trustee in your Will, as the people you choose will have to carry out vital legal responsibilities.

Often known as ‘living wills’, Advance Decisions and Advance Statements allow you to set out your wishes for any life-sustaining medical treatment you may receive in the future.

One recurring theme concerns how best to protect children from
losing their inheritance, if a spouse or partner remarries, or enters
into a new relationship, after the first spouse or partner has died.

We advise many clients when it comes to planning for the future. One recurring theme concerns care home costs, and how these might be met.