Moneta Partnership - inheritance tax, will writing, trust administration, probate, executorship

If you have a question about inheritance or would simply like to request more information why not ask our experts?

The Moneta Partnership Ltd is a member of The institute of Professional Willwriters and complies with the Institute Code of Practice.

Your Questions

Please click on a question for more information:

There has been a death in the family, I have to get probate what do I do?
Many executors faced with the responsibility of dealing with Probate and its complex legal, financial and tax consequences...

How can I protect my assets from the Local Authority if I need long term care?
There are two ways. Firstly, couples can make provision in their Wills that upon death their own...

I Was Widowed and Have Since Remarried. Can I use the Double Nil Rate Band?
The Nil Rate Band is now transferable between spouses and civil partners. This has...

How Does the Transfer of the Nil Rate Band Work?
Everyone is allowed to transfer gifts up to a certain limit with out paying Inheritance Tax (“IHT”) on...

What should I do about my disabled relative?
If you leave part of your estate to a disabled relative (or friend) then, apart from perhaps not...

Can I pass my business on to my family free of inheritance tax?
Succession If you own a business or are a partner or a shareholder in a business it is important...

How does the Civil Partnership Act affect me?
The Civil Partnership Act 2004 came into force on 5 December 2005. The Act gives a same...

Inheritance Tax: Will I have to pay it?
Everyone can give away gifts on their death (and in the seven years prior) up to a limit...

What if I am unable to look after my affairs?
Imagine an elderly relative who is unable to go to the bank, asks you to go on their...

Does my house have to be sold to pay for my long-term care?
You may be aware that the government recently made a promise to pay some of the costs relating...

What if I die without making a will?
“If you haven’t made a will then you die “intestate”, and the law of intestacy dictates where your...

Change to Intestacy Rules
The rules on how much a surviving spouse (or civil partner) inherits from a deceased partner’s estate, if...

Transferable Nil Rate Bands
In his Pre Budget Report on 9 October 2007 the Chancellor announced that effective from that date any...

The Phizackerley Case
This case has received widespread publicity. However the circumstances were particular and the decision of HM Special...

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