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17 06, 2024

Will I avoid Inheritance Tax (IHT) on my estate because I moved to a country such as Australia?

2024-08-13T10:04:35+01:00June 17th, 2024|Estate Administration, Estate Planning, News|

No doubt not the primary reason for moving away, but there are cases where a person or couple might believe that the value of their ‘estate assets’ on death might trigger their family paying UK [...]

4 06, 2024

Robert Cartmell explores the relatively unknown “14-yr rule” period which can apply to lifetime gifts instead of the usual 7 years for Inheritance Tax purposes

2024-08-13T10:07:27+01:00June 4th, 2024|Estate Administration, Estate Planning, Wills|

The reasons why a 14 year rule period might apply to lifetime gifts, by estate planning expert Robert Cartmell. I, Robert Cartmell, have worked in estate planning work for over 25 years and there have [...]

27 02, 2024

Robert Cartmell explores the reasons and process of lodging a “Caveat” at the Probate Registry

2024-08-13T10:11:29+01:00February 27th, 2024|Estate Administration, Estate Planning, News|

The reasons why a Caveat might be lodged and the impact of doing so by estate administration expert Robert Cartmell. I, Robert Cartmell, having worked in estate administration work for over 25 years and during [...]

29 01, 2024

Robert Cartmell explores the reasons for creating a “Business Lasting Power of Attorney”

2024-08-13T10:16:13+01:00January 29th, 2024|Business, Estate Administration, News|

The reasons why a Business LPA provides better coverage for your Business by estate planning expert Robert Cartmell. I, Robert Cartmell, having worked in ‘estate planning work for over 25 years and a common issue [...]

23 01, 2024

Robert Cartmell explores the reasons for filing notices under Section 27 of the Trustee Act

2024-08-13T10:20:44+01:00January 23rd, 2024|Estate Administration, News|

The reasons why a Section 27 Trustee Act notice helps Executors by estate administration expert Robert Cartmell. I, Robert Cartmell, having worked in estate administration work for over 25 years and a common issue to [...]

19 10, 2023

Robert Cartmell explores whether ‘Inheritance Tax should be abolished’

2024-08-13T10:46:36+01:00October 19th, 2023|Estate Administration, Estate Planning, Wills|

The issues, political, economic and social, surrounding Inheritance Tax, by estate planning expert Robert Cartmell I, Robert Cartmell, having worked in ‘estate planning’ areas of work for over 25 years, have always known the existence [...]

28 09, 2023

How do you retire from your role as Trustee? How do you appoint a suitable replacement? by Robert Cartmell

2024-08-13T10:51:16+01:00September 28th, 2023|Estate Administration|

Robert Cartmell explains the options for Trustees wishing to retire or relinquish their role within a Trust. There are different types and styles of Trust and many have been around for a long time. There [...]

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