The owner of the documents in the client file depends on the role in which the solicitor is acting, either as an agent of the client or as a professional adviser. In the instance that the solicitor is acting as an agent to the client, the nature of the documents is primarily correspondence between the…
We are receiving increased enquiries where a loved one has passed away overseas, for example, ex pats who spent the later years of their lives in Spain or Portugal. We are also receiving similar enquiries from the children of immigrant workers who have spent the last years of their lives working in the UK. In…
Making a Will It is often the case that the first Will a person makes in their lifetime is triggered by an event such as the birth of their first child, purchasing their first home or inheriting from a relative. It therefore often follows that the person preparing the Will, the Testator, does so when…
Setting up trusts, transferring assets to children or grandchildren and gifting money to relatives can at times be utilised as effective lifetime tax planning methods to try to limit the Inheritance Tax liability of an estate when carefully explored using professional legal advisors. But what happens when you take advice provided by a company you…
The Reynolds Report – October 2020 Feeling a bit like the bar hostess in the film The Blues Brothers who proudly announces, “We have both kinds of music here, Country and Western…,” I can confirm that we do both kinds of work in the Property and Commercial Department at Barrett & Co – Property and…