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Succession and tax planning for high-net-worth families

Succession and tax planning for high-net-worth families

‘Whether you have built up a portfolio of assets through business activities, savings and investments, or you have inherited a significant wealth, it is important to plan efficiently in order to minimise tax implications,’ says Jon Dickson a Partner in the wills and...
Powers of Attorney vs Deputyship

Powers of Attorney vs Deputyship

Most people are keen to make a will to ensure that their estate is dealt with in line with their wishes once they are gone, however, there is a common theme of ignoring that same estate within the lifetime. Too often, the phrases “I will do that later” or “I don’t...
Succession and tax planning for high-net-worth families

Succession and tax planning for high-net-worth families

‘Whether you have built up a portfolio of assets through business activities, savings and investments, or you have inherited a significant wealth, it is important to plan efficiently in order to minimise tax implications,’ says Jonathan Dickson, partner here at...
Providing for a pet in your will

Providing for a pet in your will

‘Your pets are an important part of your family, but providing for them in your will is not as straightforward as providing for other family members,’ says Kieran McDermott, a Trainee Solicitor in the wills and probate team with Wollens. ‘Whilst a cat or dog might be...
Keeping legacies in the family and out of court

Keeping legacies in the family and out of court

Inheritance challenges and disputed wills are soaring, but it’s not just the high profile, mega wealthy that are fuelling the action. Figures from the Ministry of Justice come against a backdrop of headline-catching disputes such as the case of Russian tycoon Vladimir...
Wrapping up the administration of an estate after probate

Wrapping up the administration of an estate after probate

Carrying out the duties of an executor is both a privilege and a burden.  You have been tasked with ensuring that someone’s wishes are carried out after their death, and this can often be more complex and take longer than you imagine.  Some people prepare well for...