Hi, so sorry to hear of the passing of your father. Whilst we can not provide you with specific advice in this forum, the following generic information will hopefully help. We don’t currently have a proforma deed of variation on the site, but will look at adding that (with explanatory notes). As a general rule, you would expect a deed [...]

Thanks so much for your query. Yes, including wishes about a discretionary trust in your letter of wishes can work well. Do remember that you must not try to bind the trustees, and as such it must only be an expression of what you would like to happen. Do take a look at our article on will trusts which you might find [...]

Hi – Thanks for getting in touch. We can certainly help, though we can’t advise you until we’ve formally onboarded you. So, please get in touch directly so we can arrange to talk things through and get you onboarded as soon as possible.

Following a super query raised by a QLAW visitor, we just wanted to clarify that a lifetime gift (potentially exempt transfer or PET) does NOT give rise to an immediate Inheritance Tax (IHT) charge. Further, when it comes to calculating the IHT charge on death, subject to the application of Taper (or other) relief & exemption, the PET is simply treated [...]

Hi Rachel, and thanks so much for your query. I wonder if you need a deed of renunciation (which is an executor removing themselves formally)? Revocation of a will is a slightly different thing. I assume someone has died and you are a beneficiary of the will? I further assume that the will writers had appointed themselves as executors which [...]

Hi, and thank you for an excellent question. So first off, it is quite normal for a Will to make the executor/trustee appointment like that. Two points come from that. Firstly the (hereinafter called my Trustees) bit is just legal drafting protocol to save having to keep saying executors and trustees throughout the will. Secondly, the two ‘jobs’ are different, [...]

Hi there – Thanks for getting in touch. we’d need to review your contract to advise, as it will depend on what it says about what happens if your employer is bought by another organisation. It should be fairly quick to answer. If you’d like us to take a look at it, just send the contract along with your full [...]

Thanks for getting in touch. Your employer can’t refuse to let you move because TUPE operates automatically – if TUPE applies to you, then you transfer automatically. No one can agree to do something different because TUPE just overrides it. You can choose to reject the transfer but that means your employment automatically ends, which doesn’t sound like what you [...]

Hi, and thanks for your comment. TUPE usually applies to a change in contractor, though it isn’t uncommon for the change to be driven by unsatisfactory performance. Cleaning contractor companies are generally used to this situation, and it should form part of your discussions with prospective contractors. Ask how they deal with TUPE, and whether they take on poor-performing employees [...]

Thanks so much for your comment. We can certainly advise on your situation. There aren’t hard and fast rules as to the exact % but where all or most of your role transfers, then you would automatically transfer. They say that 60% of your role transfers, so the starting point is that they say that you automatically transfer, albeit not [...]