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Inheritance tax is a tax that needs to be paid by a person or their estate and is most commonly paid when someone dies or when setting up a trust.
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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.
Inheritance tax is a tax that needs to be paid by a person or their estate and is most commonly paid when someone dies or when setting up a trust.
On 26 July 2023, there were some changes to the intestacy rules in England and Wales. These changes will affect everyone who dies intestate (without a valid Will) after 26 July 2023.
You may want to pass an inheritance down to your children or the younger members of your family who could do with it more. But to avoid doubling up on inheritance tax, it is important to understand the 7 year rule.
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: