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Blog

Do I need a Living Will?

January 19, 2021 by David White and Emily Couchlin

With the Covid-19 pandemic more people are asking themselves if they need a Living Will (also known as an Advance Decision or Advance Directive). We look at why you may want a Living Will, the process for setting one up and the benefits to family members.

Last year saw record high admissions to Intensive Care Units due to the Covid-19 pandemic. News outlets reporting on the spread of the virus has given us an insight into the medical treatment available to patients in ICU such as artificial ventilation, antibiotics, artificial feeding and cardiopulmonary resuscitation.

[Read more…] about Do I need a Living Will?

Filed Under: Living Wills, Wills and Inheritance Tax Planning Tagged With: Advance Decision, Advance Directive, AMD, living wills

How do I make a Will if I am blind?

January 11, 2021 by David White and Lily Morrison

Following World Braille Day on 4 January 2020, we consider what you can do if you are unable to see or write in order to ensure you create a legally valid document.

making-a-will-if-blind

For a Will to be regarded as valid in Scotland, there are three essential requirements:-

  • Testamentary intention;
  • The individual’s capacity; and
  • Formalities of signing.
[Read more…] about How do I make a Will if I am blind?

Filed Under: Wills and Inheritance Tax Planning Tagged With: blind, notarial execution, notary public, visually impaired, wills

Fertility Week 2020: Should I have a Will when accessing fertility treatment?

November 4, 2020 by David White and Beverley Addison

To celebrate Fertility Week 2020 we are joined by our Family Law colleagues to look at a recent case which found its way into the Scottish Courts involving the use of people’s gametes after their death. The case highlights the importance of having a suitable and robust Will in place if you are going through fertility treatment.

Case Background

Last month, legal approval was sought in order to have a child using IVF with sperm stored by the Pursuer’s late husband. The husband had previously stored his sperm before undergoing treatment for cancer – which is becoming a very common practice.

[Read more…] about Fertility Week 2020: Should I have a Will when accessing fertility treatment?

Filed Under: Wills and Inheritance Tax Planning Tagged With: fertility treatment, Gametes, IVF, storing gametes, wills

A Grandparent’s guide to gifting

October 4, 2020 by Katie Coates

Katie Coates provides an overview of the gifting allowances for Inheritance Tax which grandparents (and other individuals) can utilise to make smaller gifts and which will not have an impact on their Nil Rate Band (the Inheritance Tax free allowance at date of death).

trusts

With an accumulation of income and assets over the years, and generally decreasing outgoing expenditure, Grandparents can often find themselves in a privileged position where they can afford to provide some financial support to the lower branches of their family tree.

[Read more…] about A Grandparent’s guide to gifting

Filed Under: Wills and Inheritance Tax Planning

Planning for Success Through Business Succession Planning

August 28, 2020 by David White

In the current circumstances, the question which has crossed many people’s minds is: “Where do we go from here…?” David White addresses how best to future proof a business’ strategic plan and ensure continuity by business succession planning.

Succession Planning and Family Businesses

For business owners in particular, this is an incredibly challenging time with unprecedented changes in consumer habits, emergency fiscal measures and employment practicalities. It goes without saying that appropriate legal advice should be taken to support businesses through this turbulent period.

[Read more…] about Planning for Success Through Business Succession Planning

Filed Under: Business Succession Planning, Wills and Inheritance Tax Planning Tagged With: business, business succession planning, IHT planning, succession, wills

Capital Gains Tax changes on Residential Property Sales from April 2020

July 1, 2020 by Shona Currie and Audrey Blair

Audrey Blair, a Senior Associate within the Residential team and Shona Currie of our Wills, Estates and Succession Planning team provide an overview of the Capital Gains Tax changes which came into effect on 6th April 2020.

from 6th April 2020 all UK residents are required to report to HMRC the sale of a residential property, whether in the UK or overseas if:-

[Read more…] about Capital Gains Tax changes on Residential Property Sales from April 2020

Filed Under: Capital Gains Tax, Inheritance Tax Planning, Tax Return Services Tagged With: capital gains tax, capital gains tax allowance, Principal Private Residence Relief, residential property, self assessment

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