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TLDR: Contested Wills and the Inheritance Act 1975

by johnireland | Legal Spotlight

A valid Will can still be challenged. Under the Inheritance (Provision for Family and Dependants) Act 1975, spouses, civil partners, former spouses who haven’t remarried, children, stepchildren, dependants, and cohabitees of two years or more can claim the Will...

Contested Wills: How the Inheritance Act 1975 Puts Your Estate Plan on Trial

by johnireland | Articles

Your Will can be perfectly legal and still end up in court. Most people assume that once a Will is signed and witnessed, that’s the end of the story. It isn’t. In England and Wales, a valid Will can still be challenged after death, either because someone...

TLDR: Lasting Powers of Attorney – The Half of Your Plan a Will Doesn’t Cover

by johnireland | Estate Planning Essentials

A Will covers what happens after you die. A Lasting Power of Attorney (LPA) covers what happens if you lose mental capacity while you’re still alive – and without one, nobody automatically has the legal right to manage your money or make care decisions for...

Why a Will Is Only Half the Plan: The Case for Lasting Powers of Attorney

by johnireland | Articles

A Will protects your family after you die. It does nothing at all while you’re still alive but unable to make decisions. Most people who come to us for a Will have already thought carefully about who gets what when they die. Far fewer have thought about what...

TLDR: Gifting Property to Your Children – The CGT and IHT Traps

by johnireland | Tax Talk

Thinking about gifting property to your children while you’re alive? It’s not as simple as signing over the deeds and waiting seven years. This week’s article unpacks the traps: how the seven-year rule and taper relief actually work, why continuing...
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About Us

With over 25 years of experience in Estate Planning and three decades in Independent Financial Advisory (IFA), our team brings extensive expertise to the table…

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