Latest news & opinions

House sellers are facing testing questions

Property prices keep on hitting the headlines, but anyone getting their home on the market with the hope of celebrating Christmas in a new place, should be getting the paperwork in order before a buyer knocks on the door.  It’s tempting to throw away old papers when spring cleaning or thinking of moving home, but…

Property buyers play it safe with no-nups

Savvy property owners who club together to buy a home are turning to no-nups to safeguard their investment. Whether as a cohabiting couple, or two or more friends clubbing together, a cohabitation agreement, or no-nup, as they now becoming known, can help fix the outcome if things go wrong. And that’s particularly important when contributions…

Taxpayer alarm at demand for old records

Conduct of HMRC is not relevant in deciding whether documents should be produced Alarm bells are ringing after a tax tribunal has decided that it was “reasonable” for HMRC to demand copies of certain documents that taxpayers had already provided eight years earlier. The case involved Whitefields Golf Club and associated companies. A restructuring of…

New rules for those without a will

From October, different rules come into force on how assets should be distributed when someone dies without making a will, but it is still likely to cause a shock to families, particularly where couples were not married or in a civil partnership New rules on what happens when someone dies without making a will should…

MOGERS DREWETT OPEN OFFICE IN WELLS

Newly merged law firm, Mogers Drewett opened its new Wells office on Tuesday 2nd June. Partners from the newly merged law firm welcomed guests and clients to celebrate the opening with them on Thursday 12th June. This was the first event under the name of Mogers Drewett and the first opportunity to catch up with clients…

Employers need to tackle team approach before the ref blows the whistle

With World Cup football fever taking grip, fans across the country are cheering on the England team. But for UK business, many employers may be secretly hoping for an early knock-out for the home team, when faced with the potential of lost working hours due to employees staying home to watch the games. It’s not…

Lifelong campaigner leads the way for dementia sufferers

Dementia sufferers wanting to remain in their own home have been given hope thanks to a lifelong political campaigner. In a case that has emphasised the importance of making one’s wishes known before illness strikes, a challenge to Westminster Council over residential care has successfully been fought on behalf of dementia campaigner and former politician…

Making it fair and square for all your families

Inheritance claims are on the rise, as family structures get more complicated with the increasing number of remarriages. Currently 40% of marriages are second time round these days, and spouses and children of both first and second marriages are increasingly making claims where they feel they have been unfairly treated in the will of a…

100% TAX RELIEF

Her Majesty’s Revenue and Customs seldom offer 100% relief but when they do it is worth knowing how to qualify. Agricultural Property Relief (APR) on Inheritance Tax is generally understood to be available to farmers but what is less commonly known is that APR can be a useful inheritance tax planning tool for many not…

Avoiding family feuds when you die

Inheritance issues are in the headlines, following the reading of Nelson Mandela’s will, highlighting problems that are becoming increasingly common with the rising number of ‘blended’ families following remarriage. Commentators have pointed to the international leader’s decision to exclude his second wife Winnie from the will and the restrictions he placed on legacies to some…