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: £305p/h
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.
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:
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:
