Private Client Issues – September 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.

What happens to your child if you die whilst they are still under 18?

If both parents die before a child reaches 18, a guardian will need to be appointed. Most parents prefer to decide who will look after their children if they die.

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How to leave money to charity in your Will

What are the benefits in leaving money to charity in your Will? Remember a Charity Week (9-15 September 2024) highlights the significance of charitable giving and how you can do it.

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Intermediaries in the Family Court

Why use an intermediary in family court? We look at the use of intermediaries, who is eligible for an intermediary, and how they can help vulnerable people in court.

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Key considerations for estate and inheritance tax planning

If your estate is large enough, it is a very good idea to consider future planning to ensure that you protect your wealth and ensure that the people you love benefit the most.

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How to find hidden assets in divorce

Can you trust that your spouse is telling you everything about their finances during a break-up? We look at how to find hidden assets in a divorce.

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What is advance care planning?

We look at what is advance care planning, the various options, including advance directives, and how to prepare for life-threatening or life-sustaining situations.

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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.