Private Client Issues – August 2024


8th August 2024

Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private individuals.

Our teams work both from our offices and remotely and are happy to meet with you virtually, or in person where this is preferred. We have found that many clients prefer the convenience of a video meeting, whilst other prefer face to face, particularly for the first meeting.

High Court rules on unclear gifts made in a Will

Gifts made in Wills need to be drafted with care to ensure they reach their intended outcome. We examine a High Court case that highlights the difficulties caused to an executor and why clarity is required.

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Long-awaited cap on social care costs to be scrapped

It has been confirmed that the Government will scrap the £86,000 cap on care fees to help tackle the spending ‘black hole’. We look at what this means for social care costs.

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A need for a gender-neutral approach

A recent case highlights the need for a gender-neutral approach in the courts. A ruling that is still referred to today looks at the issues surrounding a guarantee, or charge over interest in the matrimonial home.

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Blake Morgan lawyers rise up Chambers High Net Worth rankings

A record number of lawyers in the Private Wealth teams at Blake Morgan are celebrating the publication of the 2024 rankings from the prestigious Chambers High Net Worth Guide.

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Ensure your luxury items are treasured

If you would like to ensure that your treasures are always treasured, find out about how to look after your luxury items in estate management. We look at the intricacies of estate administration.

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A ‘Cause of Action’ can be transferred from a person after death

We revisit a case that ruled that a right to pursue a court case can transfer from a person after their death to the executor of their estate, allowing the executor to bring a claim on behalf of the deceased person.

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If you are impacted by any of the above topics or you would like further information on how we can help you, please contact your usual Blake Morgan adviser. You can also receive regular updates by following Blake Morgan on LinkedIn.

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