Wills

15 October 2026

Will trusts, types, investments and advantages
What a Will Trust is, types of Will Trusts, Will Trusts and children, Will Trust investments and advantages of Will Trusts

15 October 2026

Survivorship and commorientes
Special provisions where individuals die at the same time or within a short time of each other

13 October 2026

Wills and tax planning
Use of Will provisions to save tax

01 October 2026

Will formalities, typical content and practical effect
How and why make a valid Will

01 October 2026

The importance of explaining a trust
A recent case in which the failure to explain a life interest trust led to the EWHC striking out will provisions. Elements of a will executed by a 92-year-old man in 2022 were invalid for want of knowledge and approval because its contents had not been adequately explained to him by his solicitor

30 September 2026

Share purchase on death
Component parts of a share purchase plan

20 August 2026

IHT and borderline excepted estates - updated HMRC guidance on inheritance tax reporting
Inheritance tax reporting in England and Wales

05 August 2026

New process for escalating delayed probate applications in England & Wales
HM Courts and Tribunals Service (HMCTS)�s new probate application escalation process. It is intended to speed up cases where applicants have not received a response after 12 weeks

31 July 2026

How to leave a legacy for children with special educational needs or learning difficulties - a case study
Leaving a legacy either in lifetime or on death to a family member who has special educational needs (SENDS). If your clients have a family member who has special educational needs (SENDS), they may not be able to deal with their own finances as they enter into adulthood. It�s important to help your clients make the right choices when it comes to leaving a legacy either in lifetime or on death to those individuals

31 July 2026

A case study - what happens to your client's investments on death?
The most common investments and what happens on death and what are the tax consequences. There seems to be some confusion as to what happens to your client�s investments when they die. Do they automatically pass to their spouses/partners or family on death?

29 June 2026

Securing probate - what you need to know
What is involved in the administration of an estate of a deceased person

29 June 2026

Probate fee increases due in July
Probate fees for England & Wales, which are to increase early in the new year

15 June 2026

Variations and disclaimers
How the provisions of a Will or intestacy can be varied posthumously

15 June 2026

Probate factsheet
The relevant procedures for executors following the death of an individual

29 May 2026

EWHC awards formerly estranged daughter due to financial need, moral claim and late reconciliation
The Inheritance (Provision for Family and Dependants) Act

15 May 2026

IHT rate reduction through charitable legacies
The rules for securing a 10% reduction in the IHT rate, from 40% to 36%, provided a charitable legacy of at least 10% of the estate is made on death

12 May 2026

Trusts set up by a deed of variation. A quick read
The tax and Trust Registration Service (TRS) implications where a trust is set up by a deed of variation