Category

Probate and Trusts

How to choose an executor to administer your estate when you die

By | Legal Updates, Probate and Trusts, Wills | No Comments

When making your will you need to appoint at least one executor who will be responsible for the important task of dealing with your estate on your death.  Deciding who to appoint is one of the most important decisions you will ever have to make so you need to consider your options carefully.  James Sawers, wills, probate  and trusts lawyer with MacDonald Oates LLP Solicitors in Midhurst, explains what you need to think about. ‘Administering an estate can be a…

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Inheritance Tax & Your Home – Could you be paying too much?

By | Legal Updates, Probate and Trusts, Will and probate team, Wills | No Comments

In 2017 new rules were introduced to allow home owners to a claim an additional allowance to reduce their Inheritance Tax (or IHT) liability.  This news came as a welcome relief to many homeowners wishing to pass their most prized asset to their loved ones. “Claiming this allowance may not be straightforward” says Ben Holden Associate Solicitor of MacDonald Oates Wills, Probate & Trusts Team “many people may losing out by failing to meet the various conditions set by law”….

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Exam success in STEP for our private client Solicitor

By | Announcements, Probate and Trusts, Wills | No Comments

We are delighted to announce that Clare Ridout in our Wills, Probate and Trusts department has successfully gained her STEP qualification. The STEP Diploma is a highly regarded academic qualification in the practice area of Will, Probate and Trusts. It covers a wide array of subject matter in estate, trusts and tax. Partner, and Head of our Wills, Probate and Trusts department, James Sawers, said “We congratulate Clare on this impressive achievement and we are delighted that all her hard…

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Exam success for our private client Solicitor

By | Announcements, Probate and Trusts | No Comments

We are delighted to announce that Clare Ridout in our Wills, Probate and Trusts department has passed her tax paper, which is part of the STEP qualification. The STEP Diploma is a highly regarded academic qualification in the practice area of Will, Probate and Trusts. It covers a wide array of subject matter in estate, trusts and tax. Partner, and Head of Training, Patrick Jenkins said “We would very much like to congratulate Clare on this tremendous achievement. STEP qualifications…

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Lasting powers of attorney: what are they?

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What is a lasting power of attorney (LPA)? An LPA is a document which allows you to nominate somebody to make decisions on your behalf if you are unable to.  There are two types of LPA: Property and financial affairs Health and welfare Why do I need an LPA? An LPA is there in case you become mentally incapable of managing your own affairs.  By having an LPA in place, you will know that the person you appointed will be able…

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New Solicitor for Wills, Probate and Trusts department

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Congratulations to Samantha Tayler, the latest member of the Wills, Probate and Trusts team. We are delighted to announce that Samantha Tayler has qualified as a solicitor, having successfully completed her two year training contract with the firm. During her training Samantha has undertaken work in the firm’s Litigation, Family, Residential Property and Wills, Probate and Trusts departments, before qualifying in to the firm’s Wills, Probate and Trusts department as from 15 September. Samantha will be based primarily at our…

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