We regularly produce legal briefings, newsletters, practice leaflets, books and brochures on a wide range of topics.

Please browse the most recent publications below, or use the Core Area and/or Publication Type filters on the left.


Publications: Private Client

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Variation of Wills and other Post-Death Arrangements

This briefing looks at the topic of “post-death re-arrangements” in respect of wills which can be made within two years after death and can enhance the Inheritance Tax efficiency of the deceased person's financial affairs. The Private Client Department at Winckworth Sherwood has years of experience in this sometimes complicated matter and can advise on all aspects of estate planning.

(Publication Date: Thu 30 Oct 2014)

Dwelling on a bankrupt’s house: issues with probate and s283A Insolvency Act 1986

Looks at issues that need to be considered by the trustee in bankruptcy in relation to probate and section 283A Insolvency Act 1986.

(Publication Date: Fri 24 Oct 2014)

Duties of Private Trustees

The duties of a private trustee can be onerous and it is important that a trustee is aware of them before accepting the office of trustee.

(Publication Date: Fri 17 Oct 2014)

Chattels : Inheritance Tax Mitigation

When considering estate planning, most people hope that their possessions will go to members of their family after their death rather than to the Chancellor of the Exchequer. The importance of considering personal chattels such paintings, furniture, silver and jewellery is sometimes overlooked which is the theme of this briefing.

(Publication Date: Thu 16 Oct 2014)

Probate and the Administration of Estates

If you have been appointed an executor in a deceased person’s will, or are entitled to be an administrator if there was no will, we hope this guide will help you to understand what steps are required. In the event of a death, most families will wish to attend to such matters as the funeral or memorial service before dealing with estate business and this is entirely proper.

(Publication Date: Fri 03 Oct 2014)

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