Private Client Issues – May 2023

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.

Options for end of life planning

End of life planning is important, and now is a great time to look into it in more detail. During Dying Matters Awareness Week (8-14 May) we examined Living Wills, Advance Statements of Wishes and more options for end of life planning.

Read more about end of life planning

Can a trust of land be created by e-mail signatures?

When is an electronic signature for legal documents valid? We examine the judgment in Hudson v Hathaway (2022) – a case of an estranged, unmarried couple who went to court over ownership of the family home years after separating.

Read more about electronic signatures

Government delays the long-awaited implementation of Liberty Protection Safeguards

The Government has announced it will delay the implementation of Liberty Protection Safeguards (LPS), the long-awaited replacement to the Deprivation of Liberty Safeguards (DoLS). This situation will be frustrating for those who were hoping for improved protections and streamlining of processes for vulnerable people.

Read more about the delay and what it means

‘How to Rent: the checklist for renting in England’ – old and legacy guides

The ‘How to Rent: the checklist for renting in England’ is one of the many prerequisite documents that needs to be served on the Tenant prior to the service of a Section 21 Notice (Form 6A) in England or the notice will be invalid. To help landlords and tenants, we have all the versions of the Government ‘How to Rent: the checklist for renting in England’ guides in one handy place.

Read more about the ‘How to rent Guides’

Blake Morgan registered supporter of Remember a Charity

Research by Remember a Charity shows that currently 6% of people leave a gift to charity in their Will, but if this increased to 10% then it could generate another £1 billion for good causes each year. Blake Morgan is proud to announce that it is a registered support of Remember a Charity.

Read more about Remember a Charity

Successful scale ups and business exits

Serial entrepreneur Debbie Wosskow provided an insight in to how she has successfully managed multiple business ventures and also exits in our latest Investing in Success webinar. Debbie highlighted how we can: design inclusive spaces that attract investment, appeal to female customers and ensure diversity in the workplace.

View recording of the webinar

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.