• 01752 205202
  • Make an Enquiry
Menu
  • Home
  • About Us
    • About SW Law
    • Resources
    • What Our Clients Say
    • Careers
    • Our costs and how to pay
  • Legal Services
    • For You and Your Family
      • Personal Dispute Resolution
      • Your Home
      • Wills and Estate Planning
      • Marriage and Family Law
      • Financial Planning For You
    • For Your Business
      • Starting and Managing Your Business
      • Business Premises
      • Business Finance
      • Your Business Future
      • Employment Law
      • Risk Management
      • Intellectual Property
      • Dispute Resolution
      • Charities
      • Financial Planning for You
    • For Your Farm
      • Managing Your Farm
      • Farm Succession Planning
      • Financial Planning for You
  • Financial Services
    • For You and Your Family
      • Family Protection
      • Savings and Investments
      • Pensions
      • Tax Mitigation
      • Mortgages
    • For Your Business
      • Protection
      • Tax Planning and Exit Strategy
    • For Your Farm
      • Protection
  • Our People
  • Library
    • Legal News
    • SWLaw News
    • Commercial Client
      • Employment and HR
      • IP and IT
      • Landlord, Tenant and Property
      • Tax
      • General Commercial Client
    • Employment Library
    • Private Client
      • Family and Matrimonial
      • Residential Property
      • Tax and Financial Planning
      • Trust, Wills and Probate
      • General Private Client
  • Contact Us
  • Log In
SWLaw
  • Twitter
  • Linkedin
  • Facebook
  • 01752 205202
  • Make an Enquiry

 

Book an appointment

  • Legal Services
  • Financial Services
  • Home
  • Library
  • Private Client
  • Trust, Wills and Probate

Trust, Wills and Probate

  • Administering Estates - Procedures and Pitfalls A recent survey has shown that more than one in ten people who are thought to have died intestate (i.e. without leaving a will) may actually have made a will and that a similar number of those who leave a will which is initially believed to be the last will...
  • Asset Valuation Problems - Chattels When dealing with an estate, an increasing problem for executors is the valuation of assets in the form of the chattels of the deceased. In probate terminology, chattels are the ‘everyday’ assets such as furniture and ordinary possessions, as...
  • CGT and Shares in Estates Valuation Trap In the UK, there are quite generous exemptions from Inheritance Tax (IHT) which apply to business assets. One problem with making use of such exemptions is the effect this may have on the subsequent value of the relevant assets for Capital Gains Tax (CGT)...
  • Changing Wills For Benefit A will expresses the final wishes of the deceased person and it is commonly thought that a will is irrevocable after death. However, provided everyone agrees, it is normally possible to vary a will provided that the application is made within two years of...
  • Cohabitees and Death - Who Can Claim? When one member of a cohabiting couple dies, it can come as an unpleasant surprise to the bereaved partner to discover that not all of their late partner’s estate will pass to them in the absence of a will. It is only when this happens that many people...
  • Dealing With an Insolvent Estate One of the rules that applies to the administration of estates is that whilst a person appointed as executor under a will can refuse to accept the appointment, once an executor ‘intermeddles’ in the estate, in principle he or she cannot then...
  • Estates - What Happens if Values Fall? One of the biggest problems now facing executors is that assets can fall in value as well as increase, which can mean that the value of an estate for Inheritance Tax (IHT) purposes is greater than the market value later on. Where assets are disposed of at...
  • Heir Hunters - Take Advice! Until the recent publicity afforded by television shows on the subject, many people might not have realised that ‘heir tracing’ companies exist, let alone that they research ‘promising’ estates by looking at public records and then...
  • Helping Your Executors Being an executor is a demanding job at the best of times and a task that is made all the more difficult when the deceased has not given proper thought to the problems their executors will face. Here are some of the things you can do to make sure your...
  • How do I Leave Money to Charity in My Will? It's easy to include a charity in your will, but you should always consult your solicitor before you write or change your will  to be sure it reflects your exact intentions and that you understand its implications. Before you call your adviser, take a...
  • Making Your Will - Guidance It is easy to keep putting off making a will. However, having a valid will is the only way to guarantee that your estate goes to who you want it to when you die. If a person dies having made a will, the distribution of their estate is normally...
  • What Happens on Intestacy? The Inheritance and Trustees’ Powers Act came into force in late 2014. It changes intestacy law in England and Wales to allow a deceased's estate to pass to their widow, widower or civil partner absolutely where there are no children. The intestacy...
  • What is a Lasting Power of Attorney? In October 2007 there was a fundamental change on the way in the way powers of attorney are created and the powers that they can give attorneys, when the Enduring Power of Attorney (EPA) was replaced by the Lasting Power of Attorney (LPA). EPAs are no longer...
  • What is a Trust? A trust comes into effect when a ‘settlor’ places money, land or other assets in the hands of trustees. The trustees are the legal owners of the property but are obliged to hold and manage the property for the benefit of a person or a group of...
  • Who is Under the Influence? The law recognises that some people (such as solicitors or accountants) have a high degree of influence over other people (their clients), since clients hire their professional advisers for the specific purpose of giving advice. However, it is not normally...

Make a free Enquiry

Close
Please enter your name
Please enter your email address
Please enter your telephone number
Please enter the details of your enquiry
Please let us know how you heard about us
Please enter the verification code


We’ll only use this information to handle your enquiry and we won’t share it with any third parties. For more details see our Privacy Policy

Latest News

Clerical Errors in Your Will or Codicil Can Create Discord After You Are Gone

2021-04-06 00:00
Read more

Racing Driver's Inaccurate Will Leaves His Heirs with Unwelcome Headache

2021-03-12 00:00
Read more

High Court Uncovers Blatant Forgery as Will Dispute Tears Family Apart

2021-02-24 00:00
Read more

Making a Will? Appointing a Professional Executor Can Save Strife and Money

2021-01-28 00:00
Read more

Legacies and Entitlement to Means-Tested Benefits - High Court Ruling

2021-01-12 00:00
Read more

Trust and Estate Numbers Dip for Fifth Consecutive Year

2020-12-24 00:00
Read more

Inheritance - Lifetime Promises Can Be Legally As Well As Morally Binding

2020-11-30 00:00
Read more

Don't Leave It Too Late to Put Your Affairs in Order

2020-11-12 00:00
Read more

Independent Legal Advice Proves Decisive in Family Inheritance Dispute

2020-10-27 00:00
Read more

Ambiguity in Widower's Poorly Drafted Will Results in Family Stalemate

2020-10-13 00:00
Read more

High Court Exercises Wisdom of Solomon in Ordering Sale of Family Home

2020-10-05 00:00
Read more

Family Dispute Underlines Wisdom of Making a Professionally Drafted Will

2020-09-14 00:00
Read more

Home-Made Wills May Save a Few Pounds But Store Up Trouble for the Future

2020-08-27 00:00
Read more

Making a Will? Have You Considered Your Loved Ones' Real Needs?

2020-08-10 00:00
Read more

Court Permits Wife Who Unlawfully Killed Her Husband to Inherit His Assets

2020-07-22 00:00
Read more

Disinherited Daughter's Bid for a Share of Her Father's Estate Rejected

2020-07-03 00:00
Read more

Time Invested in Making a Will Is Time Invested Wisely

2020-06-17 00:00
Read more

Eminent Retired Judge's Intellect Weighs in Favour of His Will's Validity

2020-06-01 00:00
Read more

Children Born Out of Wedlock Receive Shares of £1.29 Million Trust Fund

2020-05-11 00:00
Read more

It Always Makes Good Sense to Appoint a Professional Executor

2020-04-23 00:00
Read more
  • Page 1 of 5
  • Next
Private Client
  • Family and Matrimonial
  • Residential Property
  • Tax and Financial Planning
  • Trust, Wills and Probate
  • General Private Client

A huge thank you for all of you help & advice with regard to the sale of our business. It has been a pleasure to deal with you and we shall have no hesitation to contact you in any future legal dealings

  • Finding us and directions
  • Lexcel Logo
  • google play icon
  • App Store
  • QR Code icon

SWLaw Solicitors Limited is authorised and regulated by the Solicitors Regulation Authority. SRA number: 558154.
Registered office: Kingsley Close, Lee Mill, IVYBRIDGE, Devon PL21 9GD
Registered in England – Company Number 7505634

SWLaw Investment & Financial Planning Ltd
Registered office: Kingsley Close, Lee Mill, IVYBRIDGE, Devon PL21 9GD
Registered in England - Company Number 03462625
Authorised and regulated by the Financial Conduct Authority - Firm No 222033

SWLaw serves a large and diverse region, covering the South Hams, South Devon, West Devon, and the greater Dartmoor area. The majority of our clients are resident in the rural areas between Totnes, Kingsbridge, Salcombe, Modbury, Yealmpton and Newton Ferrers. Additionally, we actively serve West Devon, from Tavistock, to Yelverton and Princetown, as well as moorland towns such as Ashburton. Clients from the greater Plymouth area including Plympton and Plymstock find that our offices are more accessible than many city centre firms. The SWLaw offices are just off the A38 Expressway at Lee Mill, and as such are very accessible for clients travelling further afield from East Cornwall and Exeter.

W3C Web Accessibility Compliance Statement

© 2016 by SWLaw . All rights reserved.

  • Accessibility
  • Complaints Procedure
  • Legal Disclaimer
  • Privacy Policy
  • Cookies
  • Sitemap
Your choice regarding cookies on this site

Clicking the Accept All button means you are accepting analytics and third-party cookies (check the full list). We use cookies to optimise site functionality and give you the best possible experience. To control which cookies are set, click Settings.

Our use of cookies.

You can learn more detailed information in our Privacy Policy

Some cookies are essential, whilst others help us improve your experience by providing insights into how the site is being used. The technology to maintain this privacy management relies on cookie identifiers. Removing or resetting your browser cookies will reset these preferences.

Essential Cookies

These cookies enable core website functionality, and can only be disabled by changing your browser preferences.

Google Analytics Cookies

Google Analytics cookies help us to understand your experience of the website and do not store any personal data. Click here for a full list of Google Analytics cookies used on this site.

Third-Party Cookies

Third-Party cookies are set by our partners and help us to improve your experience of the website. Click here for a full list of third-party plugins used on this site.