Call 01279 215580
>
>

Blog Posts

Below are a list of our most recent blog posts.  To browse by date, choose from the right hand menu.

Filter by Category:     Filter by Month:
Wednesday, 25 June 2025
Obtainas Much Key Evidence As You Can and Seek Present It Compellingly - The nature ofbeing in an inheritance dispute is there can be a lot of informationwhich is notwithin your current knowledge. This can include evidence of theDeceas...
Friday, 20 June 2025
With the forthcoming publication of my book on Elderly Fraud, here is a link to a video on elderly fraud.  
Thursday, 19 June 2025
Please see attached Diversity information provided to our regulatory body in June 2025. FDD-2025657838Responses.pdf
Thursday, 29 May 2025
I am pleased to say that I have completed writing the book on Elderly Fraud and it is due for publication in July 2025.The chapters include: What Are the Primary Threat to Your Loved One’s Finances? Tactics and How to Conduct Elderly Frau...
Friday, 25 October 2024
1 They are a Target and There Is Every Incentive To Focus on Elderly People   Fundamentally older people represent a source of wealth which is typically linked to their housing. In a dated, but relevant report by Royal London, property...
Monday, 21 October 2024
Rise in Growth in Wealth of Elderly Population. The stakes are high with more elderly people having wealth. According to Savills UK  owner-occupiers aged 65-plus hold a record estimated £2.587 trillion of net housing wealth in homes w...
Friday, 18 October 2024
If you have a problem with a LPA, and unfortunately the stable door has already bolted(and if you did object to theLPA that did not work) and you have access to the Donor’s Bank statements(notalways easy to get), we suggest the following d...
Wednesday, 16 October 2024
What Makes a Successful Inheritance Claim?Historically testators inEngland and Wales have testamentary freedom but as we see below certaincategories of persons can make a claim on the estate as laid down in theInheritance (Provision for Family a...
Monday, 14 October 2024
An interesting feature on Lasting Powers of Attorney in the Telegraph on Katle Morley's investigations:  "Eight police officers turned up at our home and took us into custody.... It was absolutely terrifying as we had no idea what was ...
Thursday, 10 October 2024
One of the themes with those entrusted with the elderly's financial affairs is the current lack of scrutiny which is evidenced by the following:1 The inherent difficulty to scrutinise LPAs and what is going on with financial activity.2 The Offic...
Top