Wills

Cohabitation and the law - steps for couples to protect their family

Cohabitation and the law - steps for couples to protect their family

By Lenore Rice Living together, or cohabiting, is on the increase with approximately 3.3m cohabiting couples in Northern Ireland and the rest of the UK. That equates to one family in... Read more

64 per cent of 25-to-45 year olds expect to receive inheritance

A report by Sanlam UK suggests that 64 per cent of 25-45-year-olds in Northern Ireland and the rest of the UK expect to receive an inheritance, and just over a... Read more

Over a thousand pounds raised by our marathon teams

Our marathon relay teams were very delighted to hand over a cheque for £1,240 to Brian Shanks of the Simon Community NI. The team would like to thank everyone who made... Read more

Congratulations to our Wilson Nesbitt marathon teams

A big congratulations to our marathon relay teams that completed the Belfast Marathon on what was a very warm Bank Holiday Monday.The teams were running for the Simon Community NI,... Read more

Why you need to write a Will in 2018

By Lenore Rice   Research on the number of adults in Northern Ireland and the rest of the UK who have not written a Will regularly suggest that somewhere between 50 and... Read more

Northern Ireland farmers encouraged to make death bed tax plans

By Lenore Rice Specialist rural accountants have encouraged farmers in Northern Ireland and the rest of the UK to seek advice in respect of inheritance tax and capital gains tax in... Read more

Write a Will in November and our fee goes to charity

November is Will Aid month and once again Wilson Nesbitt is taking part so that our clients can write a Will and make a donation to charity instead of paying... Read more

Carer who stole £300k from vulnerable elderly woman jailed for 9 years

By Lenore Rice A woman who has been given a 9 year jail sentence for stealing nearly £300,000 from a vulnerable 102-year-old woman that she was caring form, and for making... Read more

World Elder Abuse Awareness Day

By Lenore Rice Thursday 15th June is World Elder Abuse Awareness Day, which aims to increase awareness about the abuse and suffering inflicted on older people in Northern Ireland, the UK... Read more

Significance of u-turn on absolute limits to care funding

By Lenore Rice The Conservative Party would prefer to call it a clarification rather than a u-turn, but either way, Theresa May has announced that there would be an “absolute limit... Read more

Over half of parents want to give away early inheritance

By Lenore Rice Just over a half of parents want to give an early inheritance gift to their children according to a new study by Key Retirement. The 53 per cent of... Read more

Writing a Will isn't just about who gets what

By Lenore Rice It is regularly estimated that approximately 70 per cent of adults do not have a Will, and recent research suggests that nearly a third of adults still fail... Read more

Supreme Court rules in favour of animal charities in Will challenge

By Lenore Rice The Supreme Court has ruled in favour of three animal charities who had challenged the decision of the Court of Appeal to award £160,000 to a woman who... Read more

Brothers asserting lack of testamentary capacity lose Will challenge

By Lenore Rice Two brothers have failed in their efforts to contest a Will of their father which bequeathed half of his £250,000 fortune to their stepmother. Richard and Jonathan Powell claimed... Read more

Make a Will in March and our fee goes to Northern Ireland Hospice

Wilson Nesbitt will be taking part in Northern Ireland Hospice's "Make a Will Month" again this year, meaning you can write a Will in March and make a donation instead... Read more

Inheritance lessons to learn from Prince and a princess

By Lenore Rice When it comes to making a Will and making plans to pass on your estate, there are no more obvious high-profile examples to look at than the cases... Read more

Making a Will continues to feature on resolution lists

By Lenore Rice There are a few resolutions that carry over from each year, and will almost certainly find themselves on next year's list as well - one of which is... Read more

Write a Will in November and our fee goes to charity

Wilson Nesbitt is once again taking part in the Will Aid scheme in November, where you can write a Will and make a donation to charity instead of paying our... Read more

Reasonable provision claim dismissed because claimant chose to be unemployed

By Lenore Rice A woman who was making a reasonable provision claim against her father's estate has had her claim rejected because, though she was capable of working, she chose to... Read more

Number of people challenging a Will has increased

By Lenore Rice The number of people going to the courts to challenge a Will increased last year, with 116 going as far as the High Court. Rising property prices and increasingly... Read more

Son of farmer who lacked capacity wins equitable estoppel claim

The courts have awarded sole ownership of a farming business to a farmer's son on the basis that it had been promised to him many years ago, and the son... Read more

5 things to consider when making a Will

By Lenore Rice A high percentage of adults in Northern Ireland consider making a Will but fail to carry through to writing one, largely because it is difficult to contemplate a... Read more

Renewed calls for scrapping of inheritance tax

By Lenore Rice There have been renewed calls for the abolishment of inheritance tax after it was revealed that 28,000 families in Northern Ireland and the rest of the UK were... Read more

Failed challenge to Will that reneged on property inheritance

By Lenore Rice A man who gave £8,000 to his mother-in-law so that she could purchase her council house alleged that she had promised to leave the property to him upon... Read more

Inheritance dispute judge says no clear promise was made

By Lenore Rice A son has failed in his attempt to contest the Will of his mother that left almost the entire estate to his sister, with the High Court judge... Read more

Court reduces payout to farmer's daughter whose parents changed Will

By Lenore Rice The Court of Appeal has reduced the £1.3million payout awarded to a woman who worked on her parents farm on the basis of a promise that she would... Read more

Widow stood to earn £6m from divorce but got £36k in Will

By Lenore Rice A woman is contesting the Will of her husband who died while they were in the middle of divorce proceedings from which she expected to receive a £6million... Read more

Cohabiting couples urged to make a Will to protect assets

By Lenore Rice A woman who almost lost £400,000 of assets she had accumulated with her partner is urging cohabiting couples to make a Will. Sue Singer, aged 56, says her house... Read more

Poll reveals inheritance tax is the most hated tax in the UK

By Lenore Rice A survey has revealed that inheritance tax is the most hated tax among people in Northern Ireland and the rest of the UK, with 90 per cent of... Read more

Increase in gifting to cut inheritance tax bills

By Lenore Rice An increasing number of people in Northern Ireland and the rest of the UK are making gifts of assets in order to reduce the inheritance tax bill their... Read more

Inheritance tax payments in the UK reach 35-year high

By Lenore Rice A freeze on the inheritance tax threshold, coupled with the removal of some tax reliefs and rising property prices has resulted in the highest number of families in... Read more

Jail for benefits claimant who failed to disclose £400k inheritance

By Lenore Rice A woman has been jailed for 2 years for claiming over £50,000 in benefits despite having received a £400,000 inheritance which she failed to disclose. Patricia Boaden received a... Read more

Reminder to write a Will in November and our fee goes to charity

By Lenore Rice We are just past the half-way mark of Make A Will month, in which you can write a Will and make a donation to charity instead of paying... Read more

Will Aid month is underway - make a Will and our fee goes to charity

By Lenore Rice Throughout the month of November you can write a Will with the assistance of our experienced Will writing solicitors, and make a donation to charity rather than pay... Read more

Woman used power of attorney to steal sister's inheritance

By Lenore Rice A woman is facing prison after being found guilty of the theft of her sister's £50,000 inheritance. Maxine Forster, now aged 50, had been granted a power of attorney... Read more

Will Aid - Write a Will and our fee goes to Charity

Wilson Nesbitt is delighted to confirm that we will be again taking apart in the Will Aid scheme this November, which means you can write a Will and donate the... Read more

People in Northern Ireland are the most reluctant to make a Will

By Lenore Rice Fewer people in Northern Ireland have made a Will according to research that looked at adults across the whole of the UK. The research by unbiased.co.uk looked at how... Read more

Increase in number of people contesting a Will in court

By Lenore Rice Figures from the Ministry of Justice have revealed a large increase in the number of people going to court to contest a Will. Complex family structures are thought to... Read more

Call for Inheritance tax to be merged with Capital Gains Tax

By Lenore Rice The Institute of Directors is calling for inheritance tax in Northern Ireland and the rest of the UK to be scrapped, with the group's head of taxation, Stephen... Read more

Will revisions required to benefit from new inheritance tax allowance

By Lenore Rice Accountants are warning that thousands of people in Northern Ireland and the rest of the UK will need to update their Will in order to benefit from a... Read more

Daughters to contest inheritance conditions that reward marriage

By Lenore Rice The two daughters of millionaire Maurice Laboz, who died at the age of 77 this year, are going to court to contest the conditions he placed on the... Read more

One in three people are counting on inheritance cash payout

By Lenore Rice One in three people in Northern Ireland and the rest of the UK are expecting to receive an inheritance cash payout according to new research by insurer LV=. A... Read more

Disinherited daughter successfully challenges Will in landmark case

By Lenore Rice A landmark court decision that awarded a disinherited daughter a third of her mother's estate, despite the latter's express intention that she should receive nothing, could result in... Read more

Budget speech delivers living wage and inheritance tax boost

Chancellor George Osborne surprised many people in his Budget speech with the announcement that the living wage would be introduced for employees aged over 25, coming into effect next April. The... Read more

Court accepts entry in notebook diary as a valid will

By Lenore Rice An entry in a woman's diary has been accepted as a valid will by the Edinburgh Sheriff Court, who considered that it clearly expressed her wishes for how... Read more

Tory inheritance tax plan is 'special treatment for property owners'

By Lenore Rice The Conservatives have announced that they would introduce a new zero-rate band of £175,000 on a main property involved in an estate for inheritance tax purposes. Essentially, the threshold... Read more

Increasing number of estates are liable for inheritance tax

By Lenore Rice The continued freeze of the threshold at which inheritance tax becomes payable is expected to result in a record amount of inheritance tax receipts in 2015/16. The current inheritance... Read more

Two years prison for attempt to dodge inheritance tax

By Lenore Rice A 56 year old woman has been given a two year prison sentence for lying about the size of an inheritance she received and failing to disclose gifts... Read more

£1.3m compensation for daughter who was promised inheritance

By Lenore Rice The High Court in Cardiff has awarded £1.3million compensation to a woman who worked for nothing on her parents farm for years on the promise that she would... Read more

Wilson Nesbitt is participating in NI Hospice Make a Will Month

By Lenore Rice Throughout the month of March clients can write a Will with Wilson Nesbitt and make a donation to Northern Ireland Hospice instead of paying the standard solicitor fee. Make... Read more

Court rejects Will request to keep children from father

By Lenore Rice The children of an English woman who died from cancer will be returned to their father in Australia despite her Will stating that she considered it would be... Read more

38,000 inheritances delayed each year because of DIY Wills

By Lenore Rice New research suggests that as many as 38,000 inheritances in Northern Ireland and the rest of the UK are delayed each year because of poorly drafted Wills. An ineffective... Read more

Robin Williams family take inheritance dispute to court

By Lenore Rice An inheritance dispute involving the family of Robin Williams highlights the importance of clear and detailed instructions when writing a Will or creating a Trust. The children of Robin... Read more

Call for capital gains tax and inheritance tax to be merged

The Institute of Directors (IoD) is calling for the government to merge capital gains tax and inheritance tax to stop owners of high valued properties being taxed twice on the... Read more

Divorce among over-50s is up but negligence on Wills remains

By Lenore Rice The number of people over the age of 50 having a divorce has increased by 85 per cent since 2000, yet there is still the same negligence as... Read more

Legal help to fulfill your New Year's resolutions

A new year is upon us, and according to surveys and polls, over half of us have made some kind of resolution for 2015. As ever, health and finances top... Read more

Why modern life for over-50s makes writing a Will a necessity

By Lenore Rice Surveys consistently conclude that approximately 7 out of every 10 adults in Northern Ireland and the rest of the UK do not have a Will, and there is... Read more

Woman who wished her mother dead loses inheritance claim

By Lenore Rice A woman who wrote to her mother to disown her and wish her dead has failed in her attempt to claim an inheritance on the estate. Mary Waters, the... Read more

Son loses inheritance and goes to jail for fraud

By Lenore Rice A man who defrauded his terminally ill father of nearly £50,000 has been given a 20 month prison sentence and will not receive the £27,000 inheritance from his... Read more

Will Aid - Make a Will and donate to charity instead of paying us

By Lenore Rice Wilson Nesbitt is delighted to announce that it is taking part in Will Aid again this year. Running for the month of November, people can write a Will... Read more

Lack of Will allows estranged wife to inherit everything

By Lenore Rice An ex-policeman who had lived with his new partner for 15 months had failed to renew his Will before his death, meaning all of his estate passed to... Read more

Men are more likely to keep and update a Will

By Lenore Rice New research by the Law Society reveals that men are more likely to have a Will and keep it updated than women, however the vast majority of adults... Read more

NI farmer admits forging will to inherit £1m estate

By Lenore Rice A farmer from Northern Ireland has pleaded guilty to forging a Will in order to inherit the £1million estate from an elderly woman. Catherine Haughey, who died in December... Read more

Cameron says inheritance tax cut will have to wait

By Lenore Rice Prime Minister David Cameron has warned that an increase in the threshold at which inheritance tax becomes payable may have to wait until after the General Election in... Read more

Rise in council charges on houses to recoup care costs

By Lenore Rice Local councils are registering a legal charge on 8 properties a day to recoup elderly care costs according to new data obtained under the Freedom of Information Act. NFU... Read more

UKIP pledge to scrap inheritance tax

By Lenore Rice The UK Independence Party (UKIP) will pledge to scrap inheritance tax at it's annual conference this Friday, and while the party's chances of general election success next year... Read more

Inheritance disputes causing older couples to divorce

By Lenore Rice Divorce solicitors in Northern Ireland and the rest of the UK are seeing an increase in divorces among older couples who cannot agree on inheritance issues, and in... Read more

Son faked signature of brother to take £1.5m inheritance

By Lenore Rice Bristol Crown Court has heard that a man was cheated out of his share of a £1.5million inheritance after his businessman brother forged his signature to wind up... Read more

Proposals for inheritance tax to be paid before death

Inheritance tax is often referred to as the 'death tax', but if a proposal is taken up by the government it could become just another one of the taxes we... Read more

Increase in inheritance tax payments in last tax year

By Lenore Rice Inheritance tax payments in 2013/14 came close to pre-recession levels according to figures released by HMRC, with revenue increasing by 8.6 per cent on the previous year. There was... Read more

Musician Sting tells children not to expect big inheritance

By Lenore Rice Musician Sting has said that he does not intend to leave his £180million fortune to his children, and that they have already been told not to be expect... Read more

Daughters contest Will leaving fortune to mother's young lover

By Lenore Rice Two daughters are challenging the Will of their mother that left most of her £1.2million estate to her lover who was 23 years younger than her. Alison Walker and... Read more

Council fails to force sale of house to fund nursing care

By Lenore Rice A local council has lost it's bid to force the sale of a property belonging to an elderly woman who was taken into a nursing home. Mary Walford, aged... Read more

Government to promote lasting powers of attorney

By Lenore Rice The government is keen to promote lasting powers of attorney, will writing, and other matters connected to life planning with a special day to be held next year. The... Read more

Thank you to all our clients who took part in Will Aid

We would like to thank all our clients who took part in Will Aid 2013 - the annual scheme where people can make a Will and have the solicitor fee... Read more

Emily Morris receives STEP NI Diploma

Pictured right - The President of the Supreme Court Lord Neuberger presents Emily Morris with her STEP NI Diploma at a STEP conference at the Stormont Hotel in Belfast with... Read more

Planning a holiday abroad - some legal issues to consider

By Lenore Rice The summer holidays will soon be upon us and it is increasingly common for families to go abroad, but there are certain legal issues to consider before packing... Read more

Parents lose bid to go back on farm inheritance promise

By Lenore Rice A woman who worked for years on her parents farm for low pay has won her fight to be given a stake in the business after her parents... Read more

Sisters remove mother as administrator of father's estate

By Lenore Rice The wife of multi-millionaire Northern Ireland man Michael Hoey has been removed as his personal representative after the High Court in Belfast ruled that she did not understand... Read more

Law Society advises Will writers on digital legacies

By Lenore Rice The Law Society has advised Will writers of the importance of clear instructions when it comes to their digital legacies. Many testators now have digital or online property, such... Read more

Son admits forging father's Will to cut out brother

By Lenore Rice A man has admitted forging a Will in order to make him the sole beneficiary of his deceased father's £49,000 estate. Peter Brightly, aged 51 from Shropshire, was named... Read more

Maeve Binchy considered herself a great Will maker

By Lenore Rice Irish novelist Maeve Binchy, who died aged 72 in 2012, considered herself to be a "great Will maker" and claimed she had updated her Will at least 40... Read more

PM keen to increase inheritance tax threshold higher

By Lenore Rice David Cameron says he is keen to encourage more people to leave an inheritance to their family by increasing the threshold at which inheritance tax becomes payable. Mr Cameron... Read more

Nephew promised inheritance successfully contests Will

By Lenore Rice The High Court has acted to ensure that the nephew of an elderly woman who left his job to look after her received the inheritance he was promised,... Read more

Wilson Nesbitt clients help us raise £1665 for charity

By Lenore Rice We are delighted to confirm that our clients have helped us raise £1665 for the charities supported by Will Aid by writing a Will with us and making... Read more

Lessons we can learn from Philip Seymour Hoffman's Will

By Lenore Rice The Oscar winning actor Philip Seymour Hoffman, who passed earlier this month, had written a Will that we can take some very valuable points from. First of all, that... Read more

Half of UK inheritance tax paid in London and South East

By Lenore Rice Approximately £3.1billion inheritance tax was paid in Northern Ireland and the rest of the UK in 2012-13, but half of that was generated from estates in London and... Read more

NI Mortgage advisers say only 1 in 4 clients have a Will

By Lenore Rice The results of a survey of mortgage advisers in Northern Ireland suggests that at best only a quarter of clients purchasing or remortgaging their property have written a... Read more

Supreme Court upholds Will despite signature mix-up

By Lenore Rice The Supreme Court has delivered an important judgment in respect of a challenge to mirror Wills of a couple who accidentally signed each other's Will. Maureen and Alfred Rawlings... Read more

HMRC challenges yield £108m in additional inheritance tax

By Lenore Rice New research shows that the HMRC brought in 23 per cent more inheritance tax in 2013 as a result of challenging the valuation of estates, netting an additional... Read more

Police officer who forged father's Will gets jail term

By Lenore Rice A police officer who forged his deceased father's Will in order to receive the entirety of his estate has been given an eight month prison sentence. Darren Hart says... Read more

99yr old woman sued by grandson over farm inheritance

By Lenore Rice The High Court has been asked to rule in a matter concerning a 99-year-old woman who is being sued by her grandson in respect of the succession of... Read more

The Will to keep your New Year's resolution

By Lenore Rice Around half of us in Northern Ireland and the rest of the UK are expected to make resolutions for the New Year - only a small percentage will... Read more

Rising house prices to increase inheritance tax bills

By Lenore Rice The estates of deceased persons in Northern Ireland and the rest of the UK are likely to face a higher inheritance tax bill this year as a result... Read more

Northern Ireland carer pleads guilty to theft from patient

By Lenore Rice Sally Convery, a former home help care worker from Londonderry, has pleaded guilty to the theft of £700 from her 85-year-old patient, and has been given a suspended... Read more

Wealthy women under 65 are most likely to inherit

By Lenore Rice A new government study has revealed that self-employed women under the age of 65 who are already considerably wealthy are the most likely to receive an inheritance. The figures... Read more

Make a Will and help charity at the same time in Nov

By Lenore Rice In November you can make a Will and have the solicitor fee donated to charity by taking part in Will Aid. This is the 25th year of Will Aid,... Read more

Emily Morris becomes first NI graduate of STEP Diploma

We are pleased to announce that Emily Morris of our firm has become the first Northern Ireland graduate of the STEP Diploma in Trusts and Estates. The course was designed to... Read more

Councils cracking down on care home fee avoidance

By Lenore Rice Councils are said to be paying more attention to the motivation behind transfers of property by older people to their grown up children before they go into care... Read more

Policeman jailed for forgery of pensioner's Will

By Neil Logan A policeman has been jailed for six years for stealing from a number of victims he was called out to help, and for forging the Will of a... Read more

Unpaid inheritance tax increases to £400million

By Lenore Rice New figures released by HM Revenue and Customs (HRMC) show that the amount of unpaid inheritance tax has gone up by £100million to a total of £400million compared... Read more

Inheritances dropped to sort retirement shortfall

By Lenore Rice An increasing number of people are having to drop their plans to leave an inheritance to their children as they begin to count the cost of retirement, says... Read more

7 out of 10 people who died last year had no Will

By Lenore Rice Seven out of ten people who died last year did not have a Will according to charity Carers Trust. People who die without a valid Will are said to... Read more

Care home costs reduce chance of inheritance

By Lenore Rice A new report claims that 75 per cent of people in England and Wales that go into a care home will see all their savings and property value... Read more

IHT simplification proposal anything but simple

By Lenore Rice The HMRC has supposedly been trying to simplify the UK tax system, generally considered to be one of the most complex in Europe, if not the world. It's... Read more

Fewer people to leave their property as inheritance

By Lenore Rice The number of people in Northern Ireland and the rest of the UK planning to sell or rent their property in order to fund their retirement has risen... Read more

Wording of Will prompts Gov u-turn on cash gift

By Lenore Rice David Cameron has said that £520,000 left as a bequest to the government by Joan Edwards in her Will is now going to be passed to the Treasury,... Read more

Inheritance tax payments at 6 year high

By Lenore Rice The amount of inheritance tax paid by people in Northern Ireland and the rest of the UK rose for a third consecutive year in 2012, taking it to... Read more

Couple escape jail sentence over Will forgery

By Lenore Rice A couple have evaded a prison sentence in respect of forging a Will and trying to defraud their own son of an inheritance, largely on the basis of... Read more

Over half of millionaires don't have up to date Will

One of the most common reasons given by the 70 per cent of the adult population in Northern Ireland and the rest of the UK for not making a Will... Read more

Heir Hunter posed as solicitor to claim house

When the neighbours of a deceased pensioner confronted a woman with a locksmith changing the locks on his house she told them she was a solicitor and handed over a... Read more

Executor stole money meant for children's charity

Christopher MacKnight, aged 53, has been given a 27 month prison sentence for abusing his position as executor of his best friend's estate to steal money intended for a children's... Read more

Power of attorney used to steal from stepmother

A 66 year old woman has pleaded guilty to using a power of attorney to steal over £10,100 from her stepmother. Ann Fawcet and her husband were given power of attorney... Read more

Fewer people in Northern Ireland have a Will

When it comes to writing a Will there is a general reluctance among adults in the UK, and particularly among those living in Northern Ireland. Various surveys have been carried out... Read more

Brothers win inheritance case against sister

A High Court judge has found in favour of two brothers who challenged payments made out of their late mother's estate to their sister. Susan Burbidge, aged 47, was cleared of... Read more

Choose solicitor carefully warns Legal Ombudsman

The Legal Ombudsman that deals with complaints about advice received from lawyers in England, received most complaints in respect of advice on divorce, highlighting the need for clients to choose... Read more

Death bed wish honoured in absence of Will

A Judge has chosen to honour a man's verbal gifting of his house to the daughter he gave up for adoption even though no Will was executed. Ukrainian Wlodzimierz Bogusz died... Read more

Will upheld despite declining mental powers

A son has lost his attempt to overturn a Will signed by his mother at the age of 88 without legal advice and without a medical check, despite the judge... Read more

Increased living costs reducing inheritances

Fewer people in Northern Ireland and the rest of the UK will be benefiting from inheritances according to Aviva's Real Retirement report. Just over one in five people who are approaching... Read more

Farmer wins inheritance tax case against HMRC

The HMRC have failed to overturn the decision of the First-Tier Tax Tribunal which held that a farmhouse and farm land do not have to be in the same legal... Read more

Children fail to revoke Will leaving £6.7m to charity

The four children of multi-millionaire Alfred Stewart have failed in their bid to revoke his Will leaving almost all of his £6.7million estate to charity, and nothing to them. The children... Read more

Woman steals £120,000 from great uncles account

A woman who was put in a position of trust with access to her 84-year-old Great Uncle's life savings admitted to embezzling just under £120,000 to fund her gambling addiction. Franciso... Read more

Guidance for bank staff on powers of attorney

The Law Society has produced advice for Bank employees in dealing with people who are having to manage a bank or building society account on behalf of someone else using... Read more

Man who killed parents to get inheritance jailed

The man who shot and killed both his parents in order to get his inheritance early has been given a life sentence with a minimum of 40 years, as well... Read more

Couple lose £500k legacy as Will ruled invalid

A couple have lost out on a £500,000 legacy in a Will made by a woman who they say decided to cut her family out of any inheritance because they... Read more

Will set aside because of pressure from son

The revised Will made by a woman just two years before her death at the age of 96 has been set aside by the High Court because of pressure applied... Read more

Will at centre of forgery conviction declared genuine

The dispute over a Will has taken a bizarre turn after it was recently declared to be genuine, despite a woman having already been convicted with forging it. Wealthy estate agent,... Read more

Clergyman uses power of attorney to steal £60k

Reverend Peter Hesketh, aged 65 from Worcestershire, has been found guilty of using a power of attorney to steal over £60,000 from a vulnerable pensioner.The Catholic deacon was given a... Read more

Son challenges Will leaving Ferrari to lover

Magistrate Gary Stolkin, aged 52, is challenging his late father's will which left a Ferrari and yearly allowance to his partner of 12 years, claiming his dad was 'fed up'... Read more

Will Aid donations reaching £1.5million

Wilson Nesbitt would like to thank all of our clients who took part in the Will Aid scheme at the end of last year, writing a Will with us and... Read more

Jail sentence for aunt who stole inheritance

Carole Walker, aged 57, has been sentenced to eight months in prison after admitting the theft of over £30,000 inheritance money that was intended for her niece. Ms Walker was named... Read more

New Years resolutions more finance orientated

The past couple of years have seen a change to the most popular New Years resolutions made by people in Northern Ireland and the rest of the UK. While dieting, exercise... Read more

The Will to keep your New Years resolution

As an increasing number of people in Northern Ireland and the rest of the UK resolve to start the New Year putting their finances in order, a large number of... Read more

More people living to 100 alters inheritance plans

A new report by the Office for National Statistics shows that more people in England and Wales are living beyond 100 years, raising more questions on the affect of an... Read more

Equity release by parents reducing inheritances

New figures suggest that an increase in equity release among older property owners is resulting in fewer and smaller inheritances. The statistics produced by Remortgage.com point to the availability of mortgages... Read more

Siblings spend inheritance fighting over it

An estate worth approximately £120,000 has all been spent by the three siblings it was left too in legal fees as they fight each other over it. Daphne Burgess died in... Read more

Write a Will and our fee goes to Will Aid

Wilson Nesbitt is delighted to announce that we will be once again taking apart in the Will Aid scheme that allows clients to write a Will and donate the solicitors... Read more

Younger retirees less inclined to leave inheritance

People approaching retirement would appear to have a different attitude to leaving an inheritance to those who are already retired, according to research by Just Retirement. Older retirees are more inclined... Read more

Case update - Daughter inheritance used for cats

Marlene Howes, aged 67, has been cleared of charges of benefit fraud, after the court accepted that the £84,000 inheritance she received from her Mum was spent entirely on cats. Mrs... Read more

Case update - nephew farmhouse inheritance promise

The Court of Appeal has upheld the decision to award a couple a farmhouse on the basis of proprietary estoppel. The High Court had previously ruled that Roger Taylor and his... Read more

Make a Will as part of Action Cancer campaign

Wilson Nesbitt is delighted to announce that it is taking part in the Action Cancer 'Action Your Will' campaign running this month of October. We have waived our normal fee for... Read more

Software used to recoup £26m inheritance tax

Her Majesty’s Revenue and Customs has been able to recoup over £26million of unpaid inheritance tax, thanks to complex software that cross references personal financial information from different sources. The "Connect... Read more

Daughter says inheritance actually for cats

A woman who has been accused of concealing a  £50,000 inheritance gift from her Mum in order not to lose her pension credits says the gift was actually for her... Read more

Fewer and smaller inheritances to be left

One in three people living in Northern Ireland and the rest of the UK will probably not receive any kind of inheritance, and for those that will, the average inheritance... Read more

Nephew claims farmhouse inheritance promise

The family of William Taylor are attempting to reverse a court's decision to award his £800,000 farmhouse to his nephew, who claims it was promised to him in return for... Read more

Farmers' assurances to son overrule his own Will

The son of farmer Frank Suggit will inherit most of his £4million estate even though he was not left anything in his father's Will. The England and Wales Court of Appeal... Read more

Over a half of baby-boomers don't have a Will

Over a half of people in their 50s and 60s don't have a Will according to new research by the Macmillan Cancer Support. One in three people in Northern Ireland and... Read more

Son succeeds in reasonable provision challenge to Will

The son of a man who chose to leave his entire inheritance to the granddaughter of a former cohabitee successfully brought an action for reasonable provision only to nearly see... Read more

Wildlife habitat left to RSPCA sold and bulldozed

The RSPCA have chosen to ignore a wish expressed in the Will of a nature lover who left the charity his cottage as well as an area of land full... Read more

No adequate provision for wife of 2 years

A woman who married a millionaire just two years before his death of heart failure has been successful in her challenge of the Will which left almost everything to her... Read more

Woman steals sister's inheritance from mother

Denise Anne Davenport, aged 33, has been given a prison sentence of 40 weeks, suspended for 12 months, after pleading guilty to stealing and spending her sister's inheritance from their... Read more

Son who worked entire life on farm disinherited

A son who worked his entire life on his father's farm, on the basis of a 'promise' that it would be his one day, has lost his appeal against being... Read more

Parents spend £60k of inheritance left to their children

A 38 year old woman and a 45 year old man have been found guilty of defrauding their children by spending £60,000 of the inheritance left to them by their... Read more

Will invalid as Beneficiary guided testator's hand

The Will executed by Martin Lavin on his deathbed has been declared invalid by the England & Wales Court of Appeal, as his hand was guided by the sole beneficiary... Read more

Widow's mental incapacity claim unsuccessful

A widow has lost her challenge of her husband's Will after she was unable to satisfy the court that a brain tumour he had suffered, which she says turned him... Read more

Unclear Will causes inheritance dispute over vintage car

Lack of clarity in a Will created by Olive Watkins, who died aged 90 in 2010, has the court considering whether her live-in partner of nearly 40 years, Adolf Weidner,... Read more

Woman jailed for forging wealthy partners Will

Karen Phillips, aged 46, has been sentenced to 8 months in prison after being found guilty of forging a Will after the death of her wealthy partner, Stephen Chambers, who... Read more

Will Aid raises over £1.5m in donations

Will Aid has raised over £1.5million in donations for 9 different charities in the scheme that involved participating solicitors waiving their fee for will writing in November so that clients... Read more

Campaign to increase charitable Wills

While three quarters of the UK adult population support charities during their lifetime, only 7% leave a charitable gift in their Will, something the Legacy 10 scheme is hoping to... Read more

Personal finance tops New Year’s resolution polls

Various surveys of New Year’s resolutions for 2012 reveal that the priority for most people next year is to get their personal finances in order. Such polls normally return a... Read more

Sisters unable to overturn father’s deathbed will

The daughters of George Wharton, who executed a Will in favour of his partner Maureen three days before his death from cancer, have failed in their efforts to challenge the... Read more

Daughters signature forged to steal inheritance money

A father has pleaded guilty to forging his daughter's signature in order to steal the inheritance money left to her in a trust created by her grandfather's Will. Claire Sproston was... Read more

84 per cent of parents do not have a Will

A new HSBC poll has surveyed parents from 17 different countries and revealed that 84% of them do not have a Will in place. That adults are reluctant to make a... Read more

Will Aid: Make a Will in November and our fee goes to charity

Wilson Nesbitt will be once again participating in the Will Aid 'Make a Will month' scheme in November that allows our clients to make a Will with us, but rather... Read more

New study shows inheritances to fall after 2047

A new study entitled 'The Age of Inheritance Report', compiled by HSBC, predicts that the number of inheritances in the UK will peak in 2047, and also reveals that... Read more

Witness error allows daughter to overturn Will

The will of Ranjit Singh, who died in March 2009 in his 70s, has been declared invalid because of a simple error in the witnessing of his signature. The will... Read more

HMRC wants to force reporting of tax dodging

HM Revenue & Customs is requesting new powers that would enable them to insist that individuals pass on details of anyone they suspect of tax dodging. If someone is involved... Read more

Unregulated will-writer jailed for fraud

An unregulated will-writer has been given a prison sentence of 14 months for fraud after sending letters out to clients of his will-writing company, Legacy & Law, advising them of... Read more

Millionaire's deathbed Will cuts daughters out

The will of millionaire George Wharton is being disputed by his three daughters, who are accusing their stepmother of pressurising their father into leaving them nothing from his £4million estate. Mr... Read more

Increase in pre-death inheritances

New figures released by Skipton Financial Services (SFS) suggest that there is an increase in the practice of parents giving their intended inheritance to their children before they die. One... Read more

Why you really should make a Will

Recent surveys suggest that 70% of the adult population in Northern Ireland and the rest of the UK have not made a Will, with the two most common reasons for... Read more

McQueen Will leaves £50,000 to pet dogs

Fashion designer Alexander McQueen left £50,000 in his Will to be put into trust for his dogs to ensure they are pampered for the rest of their lives. The remainder... Read more

Unregulated will-writers ripping off thousands

Chief Ombudsman for England and Wales, Adam Sampson, has used his first report to highlight the dangers of unregulated will-writers, saying that thousands of people are being 'ripped off'. The... Read more

Wife says tumour diminished will writing capacity

Olga Smith, aged 61, has challenged her late husband's decision to cut her out of his will, saying that a neuroblastoma brain tumour, discovered in the post-mortem, robbed him of... Read more

Benefits cheat hid £50k inheritance

A woman has been given a suspended jail sentence for fraudulently claiming £15,000 in benefits despite having received an inheritance amount of approximately £53,000 by her late father. The court heard... Read more

Reduced inheritance tax for charitable legacies

The HMRC is beginning a consultation process on its proposal to introduce a lower rate of inheritance tax to be applied to estates were at least 10% of the net... Read more

Disabled NI swimmer leaves 25k to pool in Will

Pat Vij, a disabled man who swam at the pool in a sports complex in Londonderry, astonished workers in the centre when it was discovered that he had left a... Read more

Inheritance plans take backseat to retirement fund

A new survey by Prudential has revealed that only 52% of adults in Northern Ireland and the rest of the UK plan to leave an inheritance, with 10% saying  they... Read more

HMRC inheritance tax focus on property valuations

The HM Revenue & Customs (HMRC) last year raised an extra £70million in inheritance tax by challenging property valuations made in the estates of deceased people. UHY Hacker Young say... Read more

Solicitors urge holidaymakers to be cautious

Tanya Waterworth and Lenore Rice of Wilson Nesbitt solicitors in Northern Ireland have urged their clients going on holiday to exercise caution. There has been an increase in the... Read more

1 in 10 people have a secret Will

New research by Foresters Friendly Society and ICM Direct suggests that 1 in 10 people in the UK have made a Will but have not told anyone where it is... Read more

Probate granted for Bernard Matthews surprise Will

Grant of probate has been obtained by the executors of Mr Bernard Matthews will, in which he leaves most of his £40million estate to his illegitimate son, Frederick Elgershuizen. The will... Read more

Poor inheritance tax planning will cost UK £1billion

Research carried out by Unbiased.co.uk has predicted that UK taxpayers will waste approximately £1.3billion in inheritance tax this year as a result of poor tax planning. Behind tax credits, inheritance tax... Read more

Will challenged because of financial difficulties

The Court of Appeal in England & Wales has allowed a claim from a woman over her mothers estate because she is in financial difficulties, despite her mother clearly expressing... Read more

Tony Curtis daughters to challenge Will

Two daughters of Hollywood actor Tony Curtis, who died six months ago, are planning to challenge his last Will which left them with nothing, despite reassurances by the actor that... Read more

No Will and No way for charity donations

New research has shown that the majority of adults in Northern Ireland and the rest of the UK do not intend to leave money to charities in their Will, despite... Read more

Children unaware of parents Will arrangements

New research by NS&I has revealed that nearly half of the population (46%) do not know where their parents keep their important documents, over a third (36%) do not know... Read more

Parents resist inheritance for children fearing divorce

New research by Rensburg Sheppards suggests that a third of parents are concerned about leaving an inheritance of money to children who are married, fearing that they might get divorced... Read more

Dying Elizabeth Taylor's family feud over inheritance

The family of the extremely ill Elizabeth Taylor are said to be at war over the 79-year-old actresses $600million fortune. Ms Taylor is said to be desperately trying to keep the... Read more

Half of all adults have received pre-inheritance

A new survey has revealed that 46 per cent of all adults in Britain have received a sum of money from their parents known as a 'pre-inheritance' - essentially, receiving... Read more

Banks accused of '£40million wills rip-off'

High Street banks have been accused of overcharging bereaved families by as much as £40million a year for services involved in the winding up of an estate, prompting a pledge... Read more

Brothers feud over mother's Will

Two brothers are currently embroiled in a court battle over the estate of their mother Lena Hirst who suffered from Alzheimer's and died at the age of 75 in December... Read more

'Constant emotional tie' decides will dispute

The former girlfriend of a Royal Marine who was killed in action has successfully disputed his £290,000 Will, albeit receiving a smaller amount that she would have received had she... Read more

Court says Napier son did not suppress will

The son of Charles Napier has been cleared of allegations by his fathers former mistress that he destroyed a Will that would have seen a £500,000 inheritance go to her. Charles... Read more

Traveller tried to change pensioners will

Traveller, Simon Kopp aged 24, has pleaded guilty to fraud at St Albans Crown Court after he attempted to change the will of an 87-year-old man he had done some... Read more

Power of attorney used to steal from dying Mum

Anne Blissell, a 60 year-old nurse who confessed to abusing a power of attorney to steal £60,000 from her elderly mother has been sentenced to prison for nine months. The prosecution... Read more

RSPCA appeal £1million will decision

The RSPCA has begun its appeal of the High Court judgement which saw their share of a £1million estate nearly halved from £651,820 to £370,153. George Mason left a will dividing... Read more

Dispute over 'delusional' millionaires will

The High Court has resolved a chaotic dispute over the £15million estate of a man who believed he was the long-lost son of last Emperor of Russia, as well as... Read more

Court hears how wife and girlfriend forged rival Wills

A bizarre case is currently being heard which involves an allegedly forged will by the girlfriend of deceased wealthy estate agent Chris John, and then a forged codicil or amendment... Read more

1.5m Britons leave property to pets in Will

Perhaps more amazing that the fact that 30million people in the UK don't have a Will, is the content of some of the Wills of those people who have gotten... Read more

30million UK adults stand to die without a Will

A survey conducted by unbiased.co.uk has revealed the extend of 'wills apathy' in Northern Ireland and the rest of the UK, as 30million adults currently do not have a will;... Read more

Wilson Nesbitt take part in Will Aid

Wilson Nesbitt is pleased to announce that it will be taking part in the National Make a Will month campaign run by Will Aid. The scheme involves solicitors all around... Read more

Ex-mistress fears Napier Will suppressed by children

Stephen Napier and Catherine Brooks, son and daughter of the late Charles Napier, are locked in a legal dispute with the ex-mistress of their deceased father over his estate, and... Read more

RSPCA Will appeal to be heard in November

The appeal case of RSPCA v Sharp will be heard on 24-25th November in the Court of Appeal after the High Court controversially held in favour of the family of... Read more

Board begins dubious will-writing practice research

The Legal Services Board (LSN) has begun its research on the unregulated will-writing firms who have come under fire lately after a number of high profile cases highlighted a significant... Read more

10 per cent of adults to pass on 'significant wealth'

A survey showing that only ten per cent of parents are planning to pass on significant wealth to their children upon their deaths highlights how the economic crisis has "fundamentally... Read more

Punk legend's will disputed by estranged son

The estranged son of punk icon Malcolm McLaren is disputing the Will he made on his hospital deathbed that left everything to his 37 year old partner of 12 years... Read more

Family overturns Will that left inheritance to hairdresser

The family of the 'eccentric' elderly sisters whose inheritance had been left to their hairdresser in a last minute will change by the surviving sister has successfully had a previous... Read more

Most UK adults 'don't get around' to making a Will

Making a Will continues to be one of those things that most adults in the UK agree is an important thing to do, but just 'don't get around' to it.... Read more

Call for regulation of Will writing companies

The use of stand alone will writing companies has become increasingly popular in the wake of the recession as the public look to what can appear as the cheapest solution... Read more

Year in jail 'fully deserved' for will forger

Lawyers acting for Dean Raymond Benson criticised the severity of his one year jail term sentence for cheating 81 year old Reginald Dockery out of £7,000 and forging his will.... Read more

Will executed with loss of mental capacity is upheld

  The Court of Appeal has upheld the Will of Robert Perrins who was shown to have sufficient mental capacity when he gave instructions for his will in 2000, but had... Read more

Will of eccentric sisters favours hairdresser over family

A will change just two months before the death of the surviving sister involved in a joint estate has left the bulk of a £400,000 fortune to a hairdresser instead... Read more

Banks exposed as 'preying on bereaved'

Two independent investigations by Money Mail and consumer group Which? have exposed High Street banks and unregulated probate firms as 'preying on the bereaved' by over charging for will-writing and... Read more

Woman's claim of 'forged will' by sister fails

Angela Salmon has lost her High Court case against her sister Jacqueline in which she alleged that the latter had forged their mothers Will which left her just £1, and... Read more

Jail for will writer who stole from charitable legacies

Will writer Martin Lloyd, aged 57, has been jailed for two and a half years for stealing £100,000 from a client's estate while acting as executor and spending the money... Read more

NHS bereavement adviser jailed for stealing ?750,000 from deceased patients

Yvette Adams, an NHS bereavement services advisor at University Hospitals of Leicester NHS Trust, has been jailed for stealing £750,000 from the estates of deceased hospital patients. She was employed to... Read more

Most adults don't have a Will

A new YouGov survey has revealed that 58% of adults do not currently have a Will, with 32% of those saying they 'always meant to but never got round to... Read more

Thousands more to pay Inheritance tax as result of threshold freeze

Inheritance tax, or 'death tax' as it is often referred to, is a widely debated topic with many believing it is the most unfair of the taxes, as it penalises... Read more

Ex husband of 'Little Britain' star dies intestate

  Matt Lucas, the comedian and actor best known for his work on 'Little Britain' will not receive any of the £1million estate of his former husband Kevin McGee who took... Read more

30% of people left an inheritance face legal battle due to lack of Will

Nearly a third of people in the UK who have been left an inheritance are forced to go to court to fight  for it due to a Will not being... Read more

Half of NI over-55s 'plan to leave inheritance'

As many as 50 per cent of consumers over the age of 55 are planning to leave an inheritance to their families in Northern Ireland, new research has shown.In total,... Read more

Failure to update wills 'could cause inheritance problems'

People should check that their wills are kept up to date in order to make sure their assets are passed on correctly to inheritors, according to one organisation.In the past... Read more

Professional advice 'vital when writing will'

People in the UK and Northern Ireland should not underestimate the importance of seeking expert help when writing a will, according to an expert.Dave Smith, spokesperson for Co-operative legal services,... Read more

Over half of adults 'do not have a will'

More than half of adults in the UK and Northern Ireland do not have a will in place, according to new research. The study by Which? Legal Service found that 56... Read more

80% of men in the UK without will

New figures from Friends Provident published ahead of Men's Health Week 2009 have revealed how men in the UK are leaving themselves and their dependants open to financial hardship. According... Read more

Recession bites into inheritance funds

Solicitors in Northern Ireland are likely to see a change in trends when it comes to wills, trusts and estate planning following news that the recession has transformed the way... Read more

Financial crisis jeopardising retirement savings

Planning for wills, trusts and estate management is likely to be impacted upon in the near future by the economic crisis, which has seen pension pots drastically reduce in value,... Read more

Women's pensions to be hit in 2009

Women's pensions are expected to be hit hard this year as a £42 billion shortfall hits their retirement savings, new figures from Prudential show.According to the Prudential Class of 2009... Read more

Why it is important to have a will

Contacting a solicitor to draw up a will is something many people in Northern Ireland and the rest of the UK put off but this can result in unpleasant circumstances,... Read more

Look for best annuities, consumers urged

One way for people approaching retirement in Northern Ireland to protect their retirement savings is to shop around for the best annuity, it has been stated.Solicitors in Belfast helping clients... Read more

Rate cut hits pensioners

Solicitors in Northern Ireland dealing with wills and trust management are likely to see clients reviewing their retirement decisions as a result of the recent cut in interest rates.According to... Read more

Falling rates to impact upon IHT bills

There is widespread speculation that the Bank of England will drop interest rates further this week and while this may be bad news for savers, it has advantages as far... Read more

Downturn hampers retirement decisions

The economic downturn and declining values in investments is going to impact upon the retirement decisions of over two million people in the UK this year, research shows.Solicitors in Northern... Read more

Pensioners urged to consider equity release

Northern Ireland pensioners in need of long-term care could discuss with their solicitors options such as equity release, which can be worked into their wills or trusts to provide much... Read more

Two in five Brits lack pension, survey shows

Future wills, trusts and estate management are likely to be impacted upon negatively following revelations that two in five British people do not have a pension.New research from Fairinvestment.co.uk has... Read more

Pension Regulator says companies need reassurances

Businesses in Northern Ireland supporting final salary pension schemes need to be given reassurances that the schemes they sponsor can survive the downturn, solicitors in Belfast may want to know.... Read more

Government urged to be guarantor of pension schemes

Solicitors in Northern Ireland dealing with wills, trusts and estate management may be interested to hear that making the government a guarantor could lessen the burden on pension schemes.This is... Read more

Pensioner swindled out of home by son

A pensioner in Northern Ireland has been forced to seek the services of a solicitor after she was swindled out of her home by her own son and daughter in... Read more

Credit crisis bites into pension schemes

Future trust and estate planning in Northern Ireland are likely to be impacted upon by the current credit crisis, which is threatening to destroy salary related pension schemes, a new... Read more

Billions being lost due to poor IHT planning

Poor inheritance tax (IHT) planning is costing British people close to two billion pounds, solicitors in Northern Ireland may be interested to know.This has been highlighted by independent financial advice... Read more

Shrinking pension values force many to extend retirement

Future estate planning wills and trusts in Northern Ireland are likely to be impacted upon by the current economic situation, which is shrinking the value of people's pensions and destroying... Read more

Pensioners want state pension doubled

Solicitors in Belfast dealing with wills, trusts and estates may want to know that many pensioners in the UK are of the opinion that the basic state pension needs to... Read more

NI pensions cut as government admits to overpayments

The government has announced that more than 2,000 former public sector workers in Northern Ireland will have their pensions cut in order to make up for past overpayments. It is... Read more

People still in the dark about IHT planning

Many people are still in the dark about inheritance tax (IHT) as nearly three out of five people are unaware of new rules and the tax implications, research from Standard... Read more

£4bn boost for pensioners announced

The biggest rise in the basic state pension since 2001 has just been announced, solicitors in Northern Ireland dealing with wills, trust and estates may be interested to hear.From next... Read more

Pensioners lose billions in slump

Almost £45 billion has been lost by pensioners who were relying on property for retirement as a result of the credit crunch, solicitors in Northern Ireland dealing with trusts and... Read more

Personal Accounts pension a 'disaster'

Pension industry experts have branded government plans for Personal Accounts in the 2012 pension reforms a disaster in the making, solicitors in Northern Ireland may be interested to know.The proposals... Read more

Pensioners facing 'mounting challenges'

Wills, trusts and estates may be impacted negatively in the future as many pensioners increasingly retire in debt, solicitors in Northern Ireland may want to know.According to retirement solutions provider... Read more

Ignorance abounds on inheritance tax planning

New data has revealed that many people in Northern Ireland and the rest of the UK are failing to protect their wealth through effective tax planning.According to new research from... Read more

Use established IHT schemes for inheritance tax planning

Any individuals in Northern Ireland considering disposal of assets from their estate have been warned that HM Revenue & Customs can now take longer than 60 days to challenge an... Read more

Intestacy 'no substitute for a will'

Dying intestate is not a good substitute for a valid will, a legal expert has warned.Individuals in Northern Ireland may be interested to hear that current legal regulations state that... Read more

Labour MP blames lack of support for failure of inheritance tax amendment

A Labour MP's proposal that siblings should be entitled to the same inheritance tax break as a married couple has been discarded.The Guardian reports that Frank Field's suggested amendment to... Read more

Moves to change sibling inheritance rules

Cohabiting siblings in Northern Ireland may soon receive the same rights as married and civil partnership couples regarding inheritance tax.An amendment has been proposed to the finance bill by Labour... Read more

Northern Ireland residents 'never too young to write a will'

It is never too early to visit solicitors to draw up a will, according to Help the Aged.The charity has commented that whether or not to write a will depends... Read more

Civil partnership split warning

People considering entering into a civil partnership in Northern Ireland should consult solicitors and plan carefully before taking the vows, it has been advised.According to the Law Society, entering into... Read more

Trusts a 'great opportunity' for lessening inheritance tax

Well-planned trusts can prove a "very effective way" to reduce inheritance tax liabilities and ensure that as much of your wealth as possible is passed onto the next generation, according... Read more

Wills 'need to be regularly reviewed'

Wills and trusts need to be regularly reviewed as the inheritance people are able to leave changes, according to the Law Society.The society claims that solicitors need to be consulted... Read more

10p tax compensation plan announced

The chancellor has announced how the government plans to compensate lower-earners after the abolition of the ten pence tax bracket.He told the commons that he will increase the individual personal... Read more

Care home financial advice 'essential'

Taking financial advice about retirement and care home provision is "essential", Saga has claimed.The magazine, insurance and holidays provider for the over-50s, has welcomed Gordon Brown's review on social care... Read more

Having a will ensures money passes to correct inheritors

Making a will is essential for those who want to influence what happens to their estate after they die, a financial expert has advised.David Kuo, head of finance at Fool.co.uk,... Read more

Inheritances twice 1997 level

More people are liable to inheritance tax (IHT) bills as the average value of an inherited estate has risen to more than twice its 1997 level, according to a new... Read more

IHT problems for unmarried couples

Co-habiting couples who are not married or in civil partnerships are not entitled to the same inheritance tax (IHT) benefits as those who are, a firm of independent financial advisors... Read more

Sisters lose out in inheritance tax battle

A pair of co-habiting elderly sisters has been told by the European court of human rights they have not been discriminated against under UK inheritance tax (IHT) regulations.The sisters had... Read more

More inheritance tax bills being reduced by giving money away

The number of people giving away money before they die in order to reduce the inheritance tax (IHT) bill liable on their death is on the increase, according to Forum... Read more

IHT 'generous' to small businesses

Solicitors in Belfast and Northern Ireland are often asked to write up wills for small business owners indicating that the family firm will be left to another member.As solicitors will... Read more

IHT 'generous' to small businesses

Solicitors in Belfast and Northern Ireland are often asked to write up wills for small business owners indicating that the family firm will be left to another member.As solicitors will... Read more

CTFs worth £2.4bn in future

The first group of children in Britain and Northern Ireland who have been eligible to set up a child trust fund (CTF) through a solicitor are looking at reaping around... Read more

Trust money 'could go to waste'

Money in child trust funds (CTFs) set up by solicitors on the birth of a child could go to waste if children in Belfast and Northern Ireland are not educated... Read more

Solicitors 'essential' for co-buyers

With property prices in Belfast and Northern Ireland remaining high, many people may be tempted to buy a house with other people, but this should be entered into with caution... Read more

IHT planning 'should start early'

Inheritance Tax (IHT) need not be a burden and though it is advisable to start planning early, it is never too late to begin, financial advisers have said.For homeowners in... Read more

More pensioners in the province

Solicitors in Northern Ireland are likely to see an increase in the number of people wanting to arrange their will, as national statistics show that there is an increasingly ageing... Read more

More pensioners in the province

Solicitors in Northern Ireland are likely to see an increase in the number of people wanting to arrange their will, as national statistics show that there is an increasingly ageing... Read more

Widow forced to settle with husband's ex-wife

Solicitors in Northern Ireland will have watched an unusual case with interest, as a woman whose husband died only hours after they married has been forced to pay £100,000 to... Read more

Widow forced to settle with husband's ex-wife

Solicitors in Northern Ireland will have watched an unusual case with interest, as a woman whose husband died only hours after they married has been forced to pay £100,000 to... Read more

Darling pledges inheritance tax cut

Chancellor Alistair Darling has announced that inheritance tax will be cut in his first pre-Budget Report.Solicitors in Northern Ireland may see more clients looking to buy houses as the inheritance... Read more

Ethical CTFs show future thinking

While most parents do invest money in stakeholder child trust funds (CTFs), Family Investments has said that a long-term investment in the ethical variety is the choice of families looking... Read more

Old wills obstruct new changes

Solicitors have said that a will should be updated "every time something really significant happens in your life, whether it's a change in family circumstance, change in financial circumstance or,... Read more

Old wills obstruct new changes

Solicitors have said that a will should be updated "every time something really significant happens in your life, whether it's a change in family circumstance, change in financial circumstance or,... Read more

Wills' importance highlighted

People in Britain and Northern Ireland should update their wills every time something significant happens in their lives, solicitors Mills Kemp and Brown has advised.A spokesperson for the firm explained... Read more

Upward trend for ethical trusts

Solicitors in Britain and Northern Ireland are likely to see more clients setting up ethical child trust funds (CTFs), as more people become aware of environmental issues.A CTF is a... Read more

Update your will every five years

Despite the fact that two thirds of people in Britain and Northern Ireland have no will prepared, experts advise that people should visit their solicitors to update their wills every... Read more

Update your will every five years

Despite the fact that two thirds of people in Britain and Northern Ireland have no will prepared, experts advise that people should visit their solicitors to update their wills every... Read more

Accountants despair of clients not making wills

An accountancy firm has publicly denounced the complacency that seems to be sweeping the country after research revealed that only ten per cent of people in Britain and Northern Ireland... Read more

Accountants despair of clients not making wills

An accountancy firm has publicly denounced the complacency that seems to be sweeping the country after research revealed that only ten per cent of people in Britain and Northern Ireland... Read more

Clever couples can avoid high IHT

Married couples or those in a civil partnership can help to cut inheritance tax (IHT) by writing a nil rate band discretionary trust will, Willcare has advised. Couples in Britain... Read more

Clever couples can avoid high IHT

Married couples or those in a civil partnership can help to cut inheritance tax (IHT) by writing a nil rate band discretionary trust will, Willcare has advised. Couples in Britain... Read more

IFA hopes parents will trust in CTFs

An independent financial advisor (IFA) has said that the take-up of governmental Child Trust Funds (CTFs) is still disappointingly low but the industry hopes that parents will realise the benefits... Read more

Accountants face greater regulation

Accountancy services in Britain and Northern Ireland will face greater regulation from December 15th 2007.Companies offering accountancy, tax, audit and insolvency services will be forced to undergo monitoring for compliance... Read more

NI children get less cash

Children in Northern Ireland receive less money than their peers in the rest of Britain, it has been revealed.Northern Ireland's Children and Young People Commissioner, Patricia Lewsley, has said that... Read more

Brits 'lacking wills'

New research has revealed that as many as two in three people do not have a will.According to a study carried out by Barclays Wealth, 63 per cent of people... Read more

Non-working parents can still invest in CTFs

Family Investments has said that with more parents taking leave from work to look after their newborns, finances may be stretched, but that is no excuse not to build up... Read more

Lords amend pension bill

Conservative and Liberal Democrat peers have added amendments to the pension bill that could give more support for those whose pension funds went bust before 2005.As the bill moves through... Read more

More laws than ever during Blair years

Solicitors in Britain and Northern Ireland will have had their work cut out for them over the past decade as statistics show that Tony Blair has passed a record number... Read more

HMRC frustrated by CTF take-up

After one in five parents failed to invest their Child Trust Fund (CTF) vouchers, HM Revenue and Customs (HMRC) has invested the money on parents' behalf.Yet the downside is that... Read more

Solicitors seeing more unusual cases

Around two million people seek legal advice a year and although some cases will always be in a solicitor's daily remit, people are increasingly seeking advice for more unusual matters.According... Read more

Solicitors seeing more unusual cases

Around two million people seek legal advice a year and although some cases will always be in a solicitor's daily remit, people are increasingly seeking advice for more unusual matters.According... Read more

More nationals to suffer dementia

News that dementia in Northern Ireland is expected to increase by over 25 per cent over the next decade means that those approaching senior citizenship should visit their solicitors earlier... Read more

More nationals to suffer dementia

News that dementia in Northern Ireland is expected to increase by over 25 per cent over the next decade means that those approaching senior citizenship should visit their solicitors earlier... Read more

HMRC issues children's trust advice

As this year's Baby Show embarks on a tour of the UK, HM Revenue and Customs (HMRC) has issued advice to parents about the benefits of Child Trust Funds and... Read more

Expert says nil-band rate case proves zero

After a nil-band rate trust was ruled invalid by tax commissioners, many had feared that this method of cutting inheritance tax (IHT) would not work, but a leading expert has... Read more

Over 60s maintain SSIA savings

Thirty-four per cent of Northern Ireland's over 60s plan to save the money they will receive when their Special Savings Incentive Accounts (SSIAs) mature, according to a study by the... Read more

OAPs not claiming their cash

Thousands of pensioners in Northern Ireland are failing to claim benefits that are rightfully theirs, according to charity Age Concern.Belfast Today reports that the charity's research reveals that 21 per... Read more

Child Trust Funds hit record highs

More than 2.6 million children now have a trust fund set up for them, the government has revealed.The economic secretary, Ed Balls, announced that three quarters of parents in Britain... Read more

Beat the 'death duty' through giving

On April 6th the new inheritance tax (IHT) nil band rate will jump to £300,000, meaning that now may be the time for some shrewd gifting.As the new rate comes... Read more

Aged could help the young

The Pensioners' Income Series 2005/6 has revealed that the average income of UK pensioners has risen to £292 a week - an increase of 27 per cent over a decade.Published... Read more

Aged could help the young

The Pensioners' Income Series 2005/6 has revealed that the average income of UK pensioners has risen to £292 a week - an increase of 27 per cent over a decade.Published... Read more

More NI over-90s than ever

The number of people in Northern Ireland who are aged 90 or more has seen an unprecedented rise over the last decade, according to government statistics.An estimated 8,300 citizens aged... Read more

More NI over-90s than ever

The number of people in Northern Ireland who are aged 90 or more has seen an unprecedented rise over the last decade, according to government statistics.An estimated 8,300 citizens aged... Read more

HMRC confirm IHT will not hit children's trusts

Solicitors and insurers have welcomed ultimate confirmation from HM Revenue & Customs (HMRC) that gifts in trusts left to minors will not be subject to inheritance tax (IHT) charges.Convoluted changes... Read more

NI couples tie the knot younger

Couples in Northern Ireland get engaged and married younger than anywhere else in the UK, a new study has shown.A survey commissioned by wedding suppliers Wedding Invitation UK shows that... Read more

NI couples tie the knot younger

Couples in Northern Ireland get engaged and married younger than anywhere else in the UK, a new study has shown.A survey commissioned by wedding suppliers Wedding Invitation UK shows that... Read more

Make the most of your nil rate band

With the Budget announcement that the inheritance tax (IHT) threshold will be raised progressively until it reaches £350,000 in 2010, homeowners across Britain and Northern Ireland should be updating their... Read more

Make the most of your nil rate band

With the Budget announcement that the inheritance tax (IHT) threshold will be raised progressively until it reaches £350,000 in 2010, homeowners across Britain and Northern Ireland should be updating their... Read more

Inheritance 'vital financial support'

An increasing number of people across the UK and Northern Ireland are planning to fall back on inheritance windfalls to support them and their children, it has been claimed.Solicitors in... Read more

Charman settlement could set a precedent

Solicitors and financial advisers alike are eagerly watching the unfolding of the Charman divorce case, currently being heard in the Court of Appeal. The final ruling on the case, which... Read more

Young people unwilling to make a will

The fact that only thirty per cent of adults in the UK and Northern Ireland have a will, findings of a survey by Will Aid, begs questions about which sections... Read more

Young people unwilling to make a will

The fact that only thirty per cent of adults in the UK and Northern Ireland have a will, findings of a survey by Will Aid, begs questions about which sections... Read more

Will-writing essential for unmarried couples

Solicitors would advise that an accurate and current will is essential in passing on inheritance to a partner to whom you are not married.The latest survey by Will Aid has... Read more