News & Views

Should I make a Will now? The question we are being asked during the Coronavirus Pandemic.

To download this article as a PDF, please click here. There has been a significant increase in the number of people seeking to make a Will or review their Wills during the current crisis as well as executing Powers of Attorney. We understand that this may be a cause of great anxiety especially as we …

Should I make a Will now? The question we are being asked during the Coronavirus Pandemic.

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Sherrards take part in Rennie Grove’s ‘Make a Will month’

After the great success of last year, Sherrards’ Wills, Trusts and Probate team are offering their expertise once again to write Wills in return for a donation to Rennie Grove, as part of Make Your Will Month. Sherrards raised an amazing £5,125 for the scheme last year, contributing towards approximately a quarter of the overall …

Sherrards take part in Rennie Grove’s ‘Make a Will month’

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Equity Release – a good idea or not?

Equity release, where a person aged 55 or over is able to release cash from their home and continue living there, seems to be very much back in favour.  The money may be taken as a lump sum or in several smaller amounts or both.  In simple terms, the home owner retains ownership of their …

Equity Release – a good idea or not?

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Cohabiting siblings could win same treatment as married couples

This month Prime Minister Theresa May announced that heterosexual couples will be able to enter into civil partnerships, giving them substantial tax benefits. It could open the way for cohabiting siblings to also receive the same treatment, pending a proposed change in the law. Ms May’s announcement follows a Supreme Court ruling in June this …

Cohabiting siblings could win same treatment as married couples

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Co-habitation- it can make you poorer

Beyond the stark warnings of the recent BBC article  highlighting the challenges faced by unmarried couples in life, they are also at a serious tax disadvantage post death both in terms of how the estate is shared if their partner dies without leaving a Will (they have no automatic claim on assets solely owned by …

Co-habitation- it can make you poorer

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Alliot Group German Circle

Nicole Marmor and Geraldine Fabre part of the firm’s international team recently attended the annual German Circle meeting in Zurich of the Alliott Group of which Sherrards are one of the UK members. This year’s meeting focused on company guarantees and securities but also on the EU Data Protection Regulation which will become law on …

Alliot Group German Circle

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Estate Planning

Nicole Marmor and her team were recently involved in a complex domicile matter where the husband was born in South America, lived for some time in the US and then moved to the UK. He subsequently moved back to the US and until recently had both UK and US citizenship although the US citizenship has …

Estate Planning

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Estate Planning

The private wealth team, led by Nicole Marmor, worked closely with our corporate team, particularly Keith Robinson and Hayley West in a recent case involving trusts. In this case, the deceased had died in the middle of a commercial transaction to sell his shareholding in several private companies (owned themselves by a parent company). The …

Estate Planning

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Private Wealth

Sherrards’ private wealth team recently worked with a high net-worth individual on a declaration of trust made by a company based in the British Virgin Islands, with beneficiaries in Kenya and properties in the UK. In this case, the team were asked to add a beneficiary to the trust and then terminate it. It was a …

Private Wealth

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