by johnireland | Articles
Every so often a court case comes along that shows exactly why we take such care over how a Will is made — not because the law is complicated, but because getting the basics right protects a family for good. Ginger v Mickleburgh, decided in the High Court this year,...
by johnireland | Legal Spotlight
Ginger v Mickleburgh is a recent High Court case about a Will that was thrown out because the person who made it lacked the mental capacity to do so. Michael Gwilliam signed a Will in 2014 that cut his four daughters’ inheritance in favour of his sister, her son...
by johnireland | Articles
From 6 April 2027, unused pension funds and most death benefits will be brought into the value of your estate for Inheritance Tax purposes. This is a legislated change, not a proposal, and it is still some way off — which is exactly why now is the right time to look...
by johnireland | Estate Planning Essentials
From 6 April 2027, unused pension funds and most death benefits will count towards the value of your estate for Inheritance Tax, with pension scheme administrators working alongside your personal representatives to settle the tax due. Income tax treatment on death...
by johnireland | Legal Spotlight
A Deed of Variation lets the beneficiaries of an estate agree, within two years of death, to redirect some or all of an inheritance to someone else, such as grandchildren or a charity. For Inheritance Tax and Capital Gains Tax purposes, the change is read back to the...
