Wealth Transfer - Conwy Wills and Trusts Ltd

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Navigating the Great Wealth Transfer

4 June 2024

The next few decades will see the "Great Wealth Transfer" from Baby Boomers, holding over…

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Mastering Intestacy Rules In England And Wales: Unveil The Secrets To Distributing Your Estate Effectively

Navigating the complexities of intestacy rules in England and Wales is crucial for anyone without…

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Every year in the UK, hundreds of millions of pounds in money and property slip quietly into the hands of financial institutions and the Crown. Not because of fraud or wrongdoing, but because people die without valid wills, or because their heirs can’t be traced. This is the shadow side of intestacy, a system designed… Read more: When Wills Fail. The Hidden Fortunes of Intestacy and Unclaimed Estates
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Barnett v Bem (2012) is a cautionary tale about how even the clearest intentions can fail if a will isn’t executed correctly. Mary Bem wanted her brother to inherit everything, but because the signing formalities weren’t strictly followed, the will was ruled invalid and her estate passed under intestacy instead.
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What Happens to Your Digital Assets When You Die?15 August 2025
Most of us live part of our lives online — from email and banking to photos, social media, and cryptocurrency. But what happens to those digital assets when we die? Without proper planning, they can be lost forever. This blog explores how to protect your digital legacy and ensure your loved ones aren’t locked out of your online world.
Not So Tax-Free: What Happens to CGT When You Put Your Home Into Trust7 August 2025
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Tag: Wealth Transfer

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