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The ever increasing importance of a Lasting Power of Attorney

We are all aware that at any point in our lives, we could be involved in an unfortunate incident that may affect our capabilities and our health, yet too few... read more →
  • November 19, 2020
  • SMH Wills & Probate

Pensions, transfers, death benefits and inheritance tax

The Supreme Court has handed down a long-awaited decision on a complex case. Mrs Staveley died in December 2006, but it was only in August 2020 that the Supreme Court... read more →
  • September 17, 2020
  • SMH Financial Services, SMH Wills & Probate
will writing services

Inheritance disputes

More arguments about wills are reaching the High Court. A recent report from the Ministry of Justice revealed that, last year in England and Wales, 188 cases involving contested wills... read more →
  • August 12, 2020
  • SMH Financial Services, SMH Wills & Probate
Chartered

HMRC pauses inheritance tax investigations

HMRC’s recent suspension of IHT investigations during the Covid-19 crisis opens up a brief opportunity for executors to get their IHT accounts in order. HMRC normally investigates around 5,500 IHT... read more →
  • June 11, 2020
  • SMH Chartered Accountants, SMH Wills & Probate

The lock-down guide to sorting out your finances

At present, we are all being advised to stay home whilst the UK fights the coronavirus epidemic. For many people this means more downtime, and whilst this may not be... read more →
  • May 21, 2020
  • SMH Chartered Accountants, SMH Financial Services, SMH Residential Mortgages, SMH Wills & Probate
trust tax services

Rise in lockdown will writing highlights forward planning needs

One perhaps unsurprising side-effect of the Covid-19 pandemic has been an upsurge of interest in wills and estate planning. However, the lockdown is constraining options. Press reports have suggested that... read more →
  • May 6, 2020
  • SMH Wills & Probate
will writing services

Making a Will during Covid-19

It’s never a great time to write about the importance of making a Will, especially when you’re in the middle of a global health epidemic, however the Covid-19 outbreak is... read more →
  • April 15, 2020
  • SMH Wills & Probate
inheritance tax services

The inheritance tax dog that didn’t bark…

One of the few surprises in March’s Budget was that the Chancellor never mentioned inheritance tax (IHT) or expected simplification measures. Before 11 March there had been much speculation that... read more →
  • April 8, 2020
  • SMH Financial Services, SMH Wills & Probate
will writing services

Intestacy rule change favours spouses

The intestacy rules for England and Wales have been amended. The intestacy rules automatically apply to the distribution of estates where there is no valid will. There are three different... read more →
  • February 13, 2020
  • SMH Wills & Probate

Probate fee increases abandoned

The planned reform of probate fees in England and Wales has been scrapped. A year ago the government tabled proposals to increase the level of probate fees in England and... read more →
  • November 14, 2019
  • SMH Wills & Probate
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