Taxation

Drafting

Inheritance Tax - Keeping it Simple and Minimised
Inheritance tax liability may be managed in a number of ways, including a discretionary trust so that tax on an estate under a will is minimised.

Asset Management

Testamentary Dispositions

Cutting Someone Out of a Will and the Inheritance (Provision for Family and Dependants) Act
When a will operates in a way which is unreasonable and thus fails to provide for a potential beneficiary who is thus unfairly excluded, a claim can be made by certain classes of dependant under the Inheritance (Provision for Family and Dependants) Act 1975.

Asset Management

Drafting

The Validity of Wills
Case law over the centuries is littered with instances invalid wills. A recent case involving a home made will has provided another illustration of the point..