Below you will find a range of our articles relating to Managing another person’s assets.
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HOW LIKELY ARE YOU TO NEED NURSING CARE? This article examines the chances of you needing nursing care, and explores the main rules that apply if you need to pay for nursing care. Key points: What is your disability-free life expectancy? How likely are you to need...read more
PERSONAL INJURY TRUST INVESTMENT If you are to receive a personal injury compensation award, it is likely that your solicitor will recommend a personal injury trust. This is a legal way for you to hold your compensation while still remaining entitled to receive means...read more
Inflation is rising in the UK, mainly due to the fall in the value of Sterling and rising oil prices. Inflation rises mean that goods cost more to buy. As a result you should consider inflation and investments, so this article examines the effects of...read more
The Care Act 2014 came into force from April 2015 and builds on recent reviews and reforms to replace and update the existing law. Its aim is to provide a consistent approach to adult social care in England and is in two parts: Part one consolidates and modernises...read more
What is considered as a gift when you act on behalf of someone else, under a Lasting Power of Attorney or Deputyship order? Key points The difference between a Lasting Power of Attorney and Deputyship What constitutes a gift? When can you make gifts? How much can you...read more
We explain how married couples and civil partners can use the transferrable ISA allowance on death. This permits the surviving spouse to keep the accumulated ISA allowance of their deceased partner. This allowance is not available for unmarried partners. Key points:...read more
You know you should have a will, but do you have one? If so, when was it last reviewed? We all know we should make a will, but most of us put it off. This can have disastrous consequences for your family, as this article explains. This article covers the English law...read more
We often help trustees and trusts to manage their investments. One of the most common questions is whether you need to appoint a professional trustee to manage the affairs of your trust. Please note that this article is not intended for trustees of registered...read more
If you are involved with the running of a trust you will probably need to know the rules around trustee investments. In this article we examine everything you need to know about trustee investments including the types of trust, their taxation and what types of...read more
In this article we provide a Trustee Act 2000 summary - giving you all the information you need as a settlor, trustee or beneficiary if you have some involvement with the investments of a trust. This article applies to the position in England and Wales. There are...read more
Last week the Government launched its latest consultation on the reform of the UK care system. This article is concerned with the proposals regarding the funding of care costs. Previously the Dilnot Commission examined the future of care funding making 2 key...read more
If you or a member of your family has had a personal injury or have been the victim of medical negligence then you many be entitled to compensation. At some point you may receive a significant amount of money to help you to deal with your ongoing medical conditions. ...read more
If you have been appointed a deputy over someone else's affairs, you will no doubt want to learn as much as possible about the responsibilities of the role, especially if you will be required to manage that person's investments. This post aims to explain the key...read more
This information is aimed at professional trustees, such as solicitors and accountants, as well as unpaid trustees (such as friends and family). It may also be of use to those who have an interest in a trust, such as beneficiaries. The Trustee Act 2000 is important as...read more
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