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Chris  Ellison
    • Chris Ellison

    • Head of Private Client and Partner - Grantham
    • View profile
 

Leaving Charitable Gifts in Your Will

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When planning for the future, many people naturally think about how to provide for loved ones after they are gone but one of the most meaningful ways to make a lasting impact is by leaving a gift to charity in your Will. Whether it’s a fixed sum, a...

DIY Probate in England - Understanding the Risks

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What is Probate? When someone dies, their estate (property, money and possessions) usually needs to be administered through a legal process known as probate. In England and Wales, obtaining a Grant of Probate is the procedure by which...

What Happens If There's No Will?

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Someone passing away without a valid will is a more common event than you might expect. When this happens in England and Wales, the person is said to have died intestate , and it means the law steps in to decide what happens to their estate. Rather than...

How a last-minute gift could save your heirs £140,000 in tax

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When it comes to inheritance tax, the old adage holds true: timing is everything. But few realise just how much timing can matter, especially when a carefully timed “deathbed gift” could preserve tens of thousands of pounds in tax-free...

Strategic lifetime gifting and how to minimise your Inheritance Tax liability during your lifetime

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The Autumn Budget 2024 introduced some unexpected provisions regarding Inheritance Tax that have wide-ranging implications for anyone whose estate is likely to be subject to Inheritance Tax following their death. Inheritance Tax is generally payable on an...

A 'To Do' list for making your Will

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Deciding to make your Will might be one of the best things you ever do. But where do you start? This short guide to making your Will provides you with a ‘To Do’ list to help you prepare. List Your Assets Before...