Estate Planning

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Ubbi v Ubbi: ‘Vital to Update Wills After Every Major Life Event’

11th September 2018
Will dispute experts at leading national law firm Irwin Mitchell Private Wealth are warning of the importance of updating a will after a deceased man’s young children had to go to court to apply for maintenance. Bianca Maria Corrado, who had a long-term affair with the late Malkiat Singh Ubbi, was awarded £386,000 against Mr […]
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Retrospective Approval of Gifts to an Attorney

24th August 2018
Those of us in private client practice will no doubt have come across the scenario of Attorneys, acting under a Lasting or Enduring Power of Attorney, misusing Donor’s money. More often than not they have a reasonable explanation; usually that they didn’t realise what they were doing was wrong or had not understood the boundaries […]
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Majority at Risk as They Don’t Have a Will

1st August 2018
Most people in the United Kingdom are at risk of not having their final wishes respected after their death as they have no will in place, according to new research from Which? Legal. The survey revealed that less than a third (31%) of those in Scotland have written a will, compared with 35% in Wales. […]
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Workplace Pensions & the Auto-Enrolment Dilemma

18th July 2018
Since the introduction of the UK’s auto-enrolment system for workplace pensions, the cost of saving up has become a dilemma for many. Below Lawyer Monthly hears from David Bird, Head of Proposition Development, LifeSight, Willis Towers Watson, on the issues behind this predicament. The first workplace pensions were given to nurses in 1874 and we […]
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Pensions Freedoms: Where Are We in the Battle to Protect Investors?

12th July 2018
There have always been fraudsters and thieves, but Pensions Freedoms, which came into force April 2015, may have made it easier for scammers to prey on the unwary looking for higher rates of return on investments. This is according to Geoff Bouchier, Managing Director at Duff & Phelps, the global advisor that protects, restores and […]
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How to Blow the Kids' Inheritance on Nothing at All

12th June 2018
Some people decide to blow the kids' inheritance on a round-the-world cruise or a fairytale chateau in France. Good luck to them! But some unfortunate pensioners end up spending a whole load of money on nothing at all. We're not talking about playing the lottery, or getting caught out by scams like ostrich farms or […]
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Estate Planning Is About Values, Not Just Assets

30th April 2018
  Glen Wagstaff, Founder and Managing Partner at Inter Vivos, PLLC, believes planning around your estates for the future is as much about values as it is about the assets themselves. Glen and his firm are on a mission to make “proper planning affordable and accessible for everyone” in a family focused environment that challenges […]
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