Are vulnerable clients your business?
If our target market in 2017 is the older vulnerable client, then what might we consider focusing on to demonstrate our firm’s effectiveness and attractiveness to potential clients?
Probate fees ‘hike’
Despite the fact that the hike is subject to Parliamentary approval it looks like the Probate Registry and MoJ believe it is a forgone conclusion with effect from 1 May 2017.
The problem with survivorship clauses
It is easy to think of a survivorship clause as an example of the sort of ‘boilerplate’ clause that is frequently included in a will from a precedent without much thought being given to what its [...]
Spanish Assets- Lifetime Estate Planning
The Spanish property is usually non-income producing (particularly in the light of recently introduced increased bureaucratic requirements for short term lettings in Spain). So, it seems logical [...]
The tax effects of Brexit
This article looks at the ways the UK’s tax rules have been influenced by our membership of the EU and the questions that now arise with Brexit.
How to work effectively with your friendly neighbourhood probate genealogist
It’s not every day that you’ll have difficulty finding a missing beneficiary or other person relevant to the file you’re working on and, without dedicated in-house resources to help when you do, [...]
What’s the difference between growing asparagus and breeding horses?
It is fair to say that if in a quiz the question was raised “which of the following is farming for tax purposes – breeding horses or growing asparagus?” the answer would probably be asparagus [...]
