Clarification on Excepted Estate Requirements: Must All Estate Pass to Spouse or Can Some Go to Other Beneficiaries?

Thanks for a great question/comment. Another way of looking at the point is to see it as a situation where an Inheritance Tax account (IHT400) is NOT required when applying for Probate. The rules around this changed in 2021 – most notably perhaps raising the excepted estates upper limit from £1m to £3m. The requirement is (and was) that the [...]

2024-09-02T10:22:33+01:006 December|

What is an excepted estate

Thanks for a great question/comment. Another way of looking at the point is to see it as a situation where an Inheritance Tax account (IHT400) is NOT required when applying for Probate. The rules around this changed in 2021 – most notably perhaps raising the excepted estates upper limit from £1m to £3m. The requirement is (and was) that the [...]

2024-02-22T12:08:47+00:006 December|

Legal options for feeling unsafe at work after TUPE transfer

Dear Sunday, Thanks for getting in touch, we can certainly help with your query. It sounds as though your query is more about health and safety issues at the new section you were transferred to at your new employer, though of course it may also be connected to last year’s TUPE transfer. We’ll need more information in order to answer [...]

2024-09-09T11:27:50+01:0013 November|

Are Conveyancing Solicitors’ Professional Rules Protecting Clients or Just Legal Protectionism?

Hi Martin We feel your pain – promise! The conveyancing system is not short of (substantial) flaws, and it can be frustrating for all concerned – buyer, seller, estate agent and solicitors! Yes, the professional rules of conduct mean that if solicitors up or down the chain were to talk (beyond the immediate buyer/seller) it would be a breach of [...]

2024-09-02T09:50:28+01:0010 November|

Do I Have a Claim on My Late Mother’s Personal Account Despite Joint Assets Passing to Step Father?

Hi Jay and thank you for your enquiry. Firstly please accept our condolences following the passing of your mother. We can not advise you in the context of this online forum, but hopefully the following generic observations may help? You clearly have a good grasp on joint tenancy v tenancy in common, and the implications this has on the ability [...]

2024-09-02T09:58:06+01:0010 November|

Facing TUPE Transfer with Significant Job Changes: Am I Being Made Redundant?

Thanks for getting in touch. We can absolutely help with your query, however, we aren’t allowed to give legal advice unless you’ve formally instructed us and agreed our terms. I’m sure you’ll understand – the value we add is in giving legal advice about your individual situation, that you can rely on. The general information given on our website isn’t [...]

2024-09-02T09:55:01+01:009 November|
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