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Suspicious Minds

January 07, 2019 | Wills and Probate

HMRC is calling for comments in respect of making “the taxation of trusts simpler, fairer and more transparent”. The consultation document published in November 2018 focuses on the principle of transparency, especially in relation to non-resident trusts. The names Common Reporting Standard and Trust Registration Service already strike fear into the heart of anyone dealing(Read more)

Santander Stung

January 03, 2019 | Wills and Probate

    Retail and commercial bank Santander has been fined nearly £33m by the Financial Conduct Authority for not closing the accounts of deceased customers. The failure of the bereavement team to “effectively process the accounts and investments of deceased customers” impacted over 40,000 accounts according to the FCA report, and resulted in over £183m(Read more)

Private Client price list

December 06, 2018 | Wills and Probate

ADMINISTRATION OF AN ESTATE Price List At  HMG LAW LLP  we understand that coping with the loss of a loved one is difficult and that it can be overwhelming to know exactly what you need to do. Our team of Private Client lawyers have been assisting families in Oxfordshire for nearly 200 years. We have(Read more)

HMG Welcomes Rachel Dullforce to the Wills & Probate Department

November 07, 2018 | Wills and Probate

HMG has recently welcomed Rachel Dullforce to the Wills & Probate department. Rachel is a Senior Solicitor and is based in our Oxford office. Rachel has a great deal of experience in advising clients on matters ranging from straightforward Wills to complex estates. She specialises in probate and estate administration, the preparation of Wills and(Read more)

Civil Partnerships: More Choices for Couples but a Will is Still a Must

November 01, 2018 | Wills and Probate

  The Government used the recent Conservative Party Conference to announce plans for heterosexual couples to be allowed to enter into civil-partnerships as an alternative to the traditional marriage. Until now, this option has only been available to same-sex couples and the move comes as a result of a decision by the Supreme Court this(Read more)

Recent Case Law

October 09, 2018 | Wills and Probate

Gestrust SA -v- sixteen defendants [2016] EWHC 3067 (Ch) A trustee was entitled, through two nominee companies, to the entire share capital of A Limited.  The trust had been created by a builder and developer, who had settled a valuable portfolio of residential properties which was now held either by A Limited or its wholly(Read more)

Gift Aid: It Can Help You Too

September 25, 2018 | Wills and Probate

  ‘Gift Aid’ is a term that most of us will be familiar with. From the sponsorship form handed round the office, entries to stately homes, to donating old clothes to a charity shop, we are often asked if we want to tick the Gift Aid box. This donation supersizer allows you to add up(Read more)

So, Have You Sorted Out Your Will Yet?

September 20, 2018 | Wills and Probate

“So, have you sorted out your Will yet?” Now that is a difficult question to respond to. Wills are a very personal affair and sometimes it can feel very difficult to speak to someone and lay your life out on paper. It can be difficult as well to validate the cost.  There’s always something more(Read more)

The Presumption Against Double Portions

September 03, 2018 | Wills and Probate

It is often the case that a testator or testatrix will, during their lifetime, assist one or more of their children with paying the school fees of their grandchildren and in these circumstances it is important to consider including a provision in their Will as to whether these payments are to be brought into account(Read more)

Cost of Applying to be a Deputy is Reduced from 25 July 2018

July 27, 2018 | Wills and Probate

The Court Fee for applying to be appointed as a Deputy for a relative or friend who has lost mental capacity is being reduced to £385 from 25 July 2018. This is, therefore, an appropriate time to consider making a Deputy application if a loved-one has lost the ability to manage his or her own(Read more)