Planning for your Future: Recent Episodes

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Welcome to the Berry & Lamberts Solicitors podcast series, Commercial Law and Dispute Resolution.

In this series we explain, in everyday language, how to go about planning for certain commercial scenarios as well as explaining, in more detail, common disputes that may need legal resolution.

In this episode, Partner, Darren Forrester, talks in detail about neighbour and boundary disputes and explains what types of neighbour and boundary disputes may require legal assistance.

Darren also discusses boundary lines and features, the issue of overhanging trees, rights of access and the steps you can take if you have a dispute with your neighbour.

Berry & Lamberts Solicitors. We’re right by you, through the good times, the challenging times and the sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.

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Welcome to Berry & Lamberts Solicitors’ podcast series.

In this episode, Managing Partner, Paul Reader,  talks in detail about his role at Berry & Lamberts Solicitors and his journey from Trainee Solicitor to Managing Partner. 

Paul has seen many changes during his time with the firm and in this podcast he talks about his vision for the firm and how he balances his role as Head of the Commercial & Dispute Resolution team and being Managing Partner. With a Covid pandemic thrown in for good measure, his journey has certainly not always been plain sailing!

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk. 

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration. 

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Welcome to Berry & Lamberts Solicitors’ podcast series, ‘Planning for your Future’.

In this episode, Managing Partner, Paul Reader, talks in detail about Will and Inheritance Disputes and the importance of the Inheritance Act (provision for family and dependants) 1975.

There has been a significant rise in the number of Will and Inheritance disputes over recent years, possibly linked to the significant change in family structures with remarriages, step families and co-habitation. Adding to this, is an increase in ‘DIY’ Wills where mistakes may have been made, rending them either invalid or open to challenge. There may also be concerns as to the validity of Wills, either due to lack of capacity, duress or undue influence and the lack of provision for family and dependants.

Our 'Planning for your Future' series discusses, in everyday language, how planning can help you navigate your way through the ups and downs of life and how getting your affairs in place now can assist your loved ones’ future responsibilities.

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.

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Welcome to Berry & Lamberts Solicitors’ podcast series, ‘Planning for your Future’.

In this episode, Solicitor, Emma Houghton, talks in detail about Wills in relation to divorce and subsequent marriages and how to ringfence estates or assets for children from previous relationships.

Your Will allows you to dictate what happens to your estate and any children, for whom you have parental control, when you die. It enables you to make provision for those that you wish to benefit and preclude those that you may feel are not entitled to benefit for personal reasons.

Divorce doesn't revoke a Will but for inheritance purposes your ex-spouse will no longer be able to benefit from it unless you have stated they should. However, if you re-marry and do not prepare a new Will, your children from any previous relationships may not benefit from your estate as you would wish.

Our 'Planning for your Future' series discusses, in everyday language, how planning can help you navigate your way through the ups and downs of life and how getting your affairs in place now can assist your loved ones’ future responsibilities.

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.

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Welcome to Berry & Lamberts Solicitors’ podcast series, ‘Planning for your Future’.

In this episode, Partner & Head of Private Client, Dhruva Patel, talks in detail about Deputyship, including what it means and when it may be needed.

If someone you know, love or care for has become incapable of managing their property and financial affairs, and they have not made either a Lasting or Enduring Power of Attorney, an application would need to be made to the Court of Protection for the appointment of a Deputy to manage those affairs. This could be an application to appoint a family member or friend, but in the case that there is no one suitable or able to take such a responsibility, the Partners of our firm can make the application and be appointed as a Deputy.

If you are already appointed as a Deputy by the Court of Protection and need advice and assistance with the duties and function of a Deputy, including preparation and submission of the annual report, our dedicated and experienced team are able to help as much or as little as required.

Our 'Planning for your Future' series discusses, in everyday language, how planning can help you navigate your way through the ups and downs of life and how getting your affairs in place now can assist your loved ones’ future responsibilities.

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.

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Welcome to Berry & Lamberts Solicitors’ podcast series, ‘Planning for your Future’.

In this episode, Partner & Head of Private Client, Dhruva Patel, talks in detail about Powers of Attorney.

Lasting Powers of Attorney are official documents that enable the people you trust and nominate to help manage your affairs should you become unable to make decisions due to physical or mental incapacity. The two types of Lasting Powers of Attorney afford you peace of mind in respect of the management of your property and finances as well as health and personal welfare.

Our 'Planning for your Future' series discusses, in everyday language, how planning can help you navigate your way through the ups and downs of life and how getting your affairs in place now can assist your loved ones’ future responsibilities.

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.

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Welcome to Berry & Lamberts Solicitors’ podcast series, ‘Planning for your Future’.

In this episode, experienced Private Client Solicitor & Partner, David Lea, talks in detail about Inheritance Tax and Trusts.

Inheritance Tax is applied to the value of all your assets at the date of your death. The rules around Inheritance Tax are complex and consequently can be difficult to navigate and understand. Lifetime Trusts can be used as a vehicle to reduce your inheritance tax liability when you die, protect and preserve your assets to ensure that they are directed to those you wish to benefit, on terms that you are able to dictate.

Our team will take the time to understand you and your family circumstances. We will consider your wishes and circumstances before devising a plan for you to execute during your lifetime, with the aim of reducing the amount of inheritance tax that will become payable on death.

Our 'Planning for your Future' series discusses, in everyday language, how planning can help you navigate your way through the ups and downs of life and how getting your affairs in place now can assist your loved ones’ future responsibilities.

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.

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Welcome to Berry & Lamberts Solicitors’ podcast series, ‘Planning for your Future’

In this episode, experienced Private Client Solicitor, Lisa Maley, talks in detail about planning and writing your Will, Codicils and their function and any Inheritance Tax liabilities.

Your Will allows you to dictate what happens to your estate and any children, for whom you have parental control, when you die. It enables you to make provision for those that you wish to benefit and preclude those that you may feel are not entitled to benefit for personal reasons. Families have become more complicated and diverse and as a consequence the act of Will drafting has become more of a minefield than ever. When drafting a Will it is important to consider a vast array of factors, including the potential risks or a claim against the estate by aggrieved parties and any adverse tax consequences that may arise as a result of your wishes.

The task appears, on the face of it, a simple one but the impact of the Will can be anything but simple and straightforward. This is often realised by the people that you leave behind, when it is too late!

Our 'Planning for your Future' series discusses, in everyday language, how planning can help you navigate your way through the ups and downs of life and how getting your affairs in place now can assist your loved ones’ future responsibilities.

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.

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Welcome to Berry & Lamberts Solicitors’ podcast series, ‘Planning for your Future’

In this first episode, experienced Private Client Solicitor, Anthony Kalp, explains in detail the preliminary work involved before applying for Grant of Representation. The second episode goes on to explain how to obtain the Grant and Administer the Estate.

When a person dies, their estate will need to be administered and distributed in accordance with a Will or the rules of Intestacy, if there was no valid Will. This means that their property will have to be collected or sold, debts will have to be paid and inheritance tax will have to be accounted for to HM Revenue & Customs. Depending on the size of the estate, and the types and individual value of the assets, a Grant of Representation may be required.

Our 'Planning for your Future' series explains, in everyday language, how planning can help you navigate your way through the ups and downs of life and how getting your affairs in place now can assist your loved ones’ future responsibilities.

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.

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Welcome to Berry & Lamberts Solicitors’ podcast series, ‘Planning for your Future’

In this second episode, experienced Private Client Solicitor, Anthony Kalp, explains in detail how to obtain the Grant of Representation and Administer the Estate. The first episode covered the preliminary work involved before applying for a Grant.

When a person dies, their estate will need to be administered and distributed in accordance with a Will or the Rules of Intestacy, if there was no valid Will. This means that their property will have to be collected or sold, debts will have to be paid and inheritance tax will have to be accounted for to HM Revenue & Customs. Depending on the size of the estate, and the types and individual value of the assets, a Grant of Representation may be required.

Our 'Planning for your Future' series discusses, in everyday language, how planning can help you navigate your way through the ups and downs of life and how getting your affairs in place now can assist your loved ones’ future responsibilities.

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.

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Welcome to Berry & Lamberts Solicitors’ podcast series, ‘Planning for your Future’

In this episode, experienced Private Client Solicitor, Joanna Fildes, explains the difference between loans and gifts with regards to Inheritance Tax liabilities.

Many of us are fortunate to have family that can provide financial support either by way of loan or gift. Both methods of support have very different implications in respect of inheritance tax, which warrant careful consideration of a variety of issues including the intentions behind the gift or loan.

Our 'Planning for your Future' series discusses, in everyday language, how planning can help you navigate your way through the ups and downs of life and how getting your affairs in place now can assist your loved ones’ future responsibilities.

Berry & Lamberts Solicitors - We’re right by you… through the good times, challenging times and sad times.

Find out more about us, our services and what our clients say, at www.berryandlamberts.co.uk.

Please note that the information provided in this podcast series does not constitute legal advice and serves as a general guide only. The law may have changed since this podcast was recorded. Listeners should seek tailored legal advice from a solicitor who will take your individual and personal circumstances in consideration.