Author: Admin

Son and Stepmother in Court Over £600,000 Estate

One lost Will and another incorrectly witnessed Will led to unexpected results in the long-running saga of Payne versus Payne. At the age of 59, retired postal worker John Payne left his wife of 30 years to marry Kim who was then in her mid-twenties. He died in 2012...

Ken Dodd’s Revenge on the Tax Man

Much loved British comedian, Sir Ken Dodd, died recently but it was what he did on his deathbed that grabbed the headlines. As tributes flooded in, estate planning professionals like me were chuckling over his last minute goal against the tax man. On trial for tax fraud in 1989...

Court Orders DNA Paternity Test in a Probate Dispute

Many probate cases come to court where there are questions over the paternity of a beneficiary. That was the case in Nield-Moir v Freeman. The facts were that Colin Birtle died without a Will. He had been married to Veronica but they divorced in 1977. Veronica had two children,...

New ISA Rules for Deceased Estates

Executors need to be aware of new rules relating to Individual Savings Accounts (ISAs). The rules were published in November 2017, but they will come into force on the 6th of April this year. As from that date any investments that are held in an ISA wrapper will not...

LPA Refund Scheme – Are You Due a Refund?

The Ministry of Justice has launched a scheme to refund those who may have paid more than they should for applying to register powers of attorney. You may be entitled to a refund from the Office of the Public Guardian if you registered your Lasting Powers of Attorney (LPA)...

How Mediation Resolves Probate Disputes and Heals Family Rifts

Julie and Millie are first cousins and have always been very close. They both dearly love their Aunt Harriett who has fondly told the girls she would leave everything to them equally as she has no children. About 6 months ago, Millie moves house to be closer to 87-year-old...

Get FATCA Compliant or Pay The Price

In 2010 the US passed the Foreign Assets Tax Compliance Act (FATCA). It requires both US citizens and Green Card holders to report financial information to the IRS. Wilful evasion by US taxpayers could result in severe consequences including penalties, account forfeitures, criminal prosecution. Do not think you can...

Know Your Georgraphy When Making a Will

The issue Do you have assets in more than one country? If so, you have to be really careful when making your Will. You want to be sure which country your assets are in and whether your Will applies to your assets in that country. The background In a...