Demi is an integral member of our Private Client department, dealing primarily with Wills, Probate, Inheritance Tax, Trusts and Lasting Powers of Attorney. Demi also specialises in property matters, including dealing with Probate properties, First Registrations, Trust Deeds and a transferring properties to beneficiaries.
Demi also sits on our Employee Council and Board of Trustees.
Services: Wills, Trusts, Probate, Court of Protection, Later Life Care
Hourly rate: £338p/h
Our third and final instalment is here! Today we’re looking at the anticipated reactions to tomorrow’s Autumn Budget, mostly around the much-discussed IHT proposals.
Today we’re diving into how the rumoured changes to IHT in the upcoming budget could impact our clients.
New three-part blog series: Inheritance Tax & The Autumn Budget! With the autumn budget now only just under a week away, we’re breaking down everything you need to know about IHT, what it is, how it works, and what the potential changes could mean for our clients.
The guidance from HMRC confirms that each person can make as many ‘small gifts’ at Christmas as they like. HMRC defines small gifts as those where the value is £250 or less per person.
Capital Gains tax does not just apply to properties, but also to shares not held in ISAs, parcels of land, holiday homes, works of art, jewellery and digital assets (ie cryptocurrency etc).
Have you thought that one day, when the time comes, you would like to keep your parents’ home in the family? Perhaps live there yourself? Even bring up a family there? You may even have had conversations with your siblings about how one of you would buy out the others. If this is something you are thinking about – you need to start planning now.
We hope that you do not have cause to complain about us but we do take any complaints very seriously and urge you to speak to a partner initially and if you are not satisfied then to follow our Complaints Procedure.
When to report a solicitor to the SRA
If you have complained to your solicitor about breaching the SRA Code of Conduct and are not satisfied with their response, you can report them to the SRA. Examples of a breach include:
When to contact the Legal Ombudsman
If you have complained to your solicitor about poor service and you are not satisfied with their response, you can contact the Legal Ombudsman who deal with poor service, such as:
