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Blog Posts

Below are a list of our most recent blog posts.  To browse by date, choose from the right hand menu.

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Friday, 25 October 2024
1 They are a Target and There Is Every Incentive To Focus on Elderly People   Fundamentally older people represent a source of wealth which is typically linked to their housing. In a dated, but relevant report by Royal London, property...
Monday, 21 October 2024
Rise in Growth in Wealth of Elderly Population. The stakes are high with more elderly people having wealth. According to Savills UK  owner-occupiers aged 65-plus hold a record estimated £2.587 trillion of net housing wealth in homes w...
Friday, 18 October 2024
If you have a problem with a LPA, and unfortunately the stable door has already bolted(and if you did object to theLPA that did not work) and you have access to the Donor’s Bank statements(notalways easy to get), we suggest the following d...
Wednesday, 16 October 2024
What Makes a Successful Inheritance Claim?Historically testators inEngland and Wales have testamentary freedom but as we see below certaincategories of persons can make a claim on the estate as laid down in theInheritance (Provision for Family a...
Monday, 14 October 2024
An interesting feature on Lasting Powers of Attorney in the Telegraph on Katle Morley's investigations:  "Eight police officers turned up at our home and took us into custody.... It was absolutely terrifying as we had no idea what was ...
Thursday, 10 October 2024
One of the themes with those entrusted with the elderly's financial affairs is the current lack of scrutiny which is evidenced by the following:1 The inherent difficulty to scrutinise LPAs and what is going on with financial activity.2 The Offic...
Thursday, 10 October 2024
There is some very useful analysis on removal of executors in the recent case of Lane v Lane.2024 EWHC 275 (Ch). (Judge, Jonathan Hilliard KC sitting as Deputy Judge of the High Court)"The legal test is s.50 of the Administration of Justice...
Tuesday, 1 October 2024
I am pleased to say that I have been commissioned by Law Brief Publishing to write another book which will be on the topic of Elderly Fraud.It will cover the following areas:  The Growth of Elderly Fraud Prevention is Better Than Cure &ndas...
Wednesday, 28 August 2024
Here is an example of two very good parliamentary questions(done before the election of the Labour Government and the revealing answer):Anneliese Dodds Party Chair, Labour Party, Chair of Labour Policy Review, Shadow Secretary of State for ...
Tuesday, 27 August 2024
What is Inventory and Account?It is a legal process which a residuary beneficiary can use (after a grant of probate has been issued) to force the Executor to provide Estate Accounts of the Estate. It is a method of obtaining more financial infor...
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