Here you’ll find some of our frequently requested help guides. We review and add to this list from time to time. If you are looking for information on a topic that isn’t covered here, please feel free to contact us.
Your draft Will contains reference to the “Standard Provisions and all of the Special Provisions of the Society of Trust and Estate Practitioners (2nd Edition)”. These provisions are often referred to as the STEP Provisions.
Though this is a time for celebration and enjoyment, we think it’s important to be aware of the legal implications of your move. Cohabitating couples have far fewer legal protections than spouses or civil partners.
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.
You may have a friend or family member who lacks the mental capacity to look after their own affairs. If so, and you are managing these things for them, it may be necessary to apply to become a Deputy.
If you have a connection with any of the EU member states listed at the end of this note, or expect to have one in future, the EU Succession Regulation may change what happens to your estate when you die.
if someone close to you loses the mental capacity to make certain decisions, it can be a confusing and difficult situation to deal with. Their life, and their ability to plan for the future, could be seriously affected.
The Presumption of Death Act 2013 provides a way for the relatives of a missing person to apply for a Declaration of Presumed Death. The main purpose of this is to allow the relatives to deal with the financial affairs of the missing person.
Require means-tested residential care? Then under the current rules set out in the Care Act 2014, the Local Authority will assess your assets to see what, if any, your financial contribution to that care should be.