Team continue to go extra mile for their clients during Covid-19 lockdown
July 8th 2020At Cartmell Shepherd we value and encourage client feedback and we regularly review the feedback we receive. As part of our commitment to improving the services we provide we send our clients a feedback questionnaire at the end of every matter or case. The most recent feedback shows that our teams, even through these tough and unprecedented times of the pandemic, have continued to go that extra mile for their…
Court corrects costly tax error in family’s trust fund
March 8th 2019By Claire Wilson Associate Solicitor The High Court has allowed a family to correct an error in a trust fund that would have had costly tax implications. The case arose out of financial arrangements outlined in the will of a man who died in 2015. He bequeathed £4.2m to be held on trust for the benefit of his widow and his children, with a class of discretionary beneficiaries comprising of…
Free will review offer launched by top legal firm
November 7th 2018A LEGAL company has launched a service which offers free will reviews for residents of West Cumbria. Staff at the Dovenby branch of Cartmell Shepherd are welcoming local residents to join them for a 30 minute consultation. They have decided to offer this service because many people unwittingly have wills which are out of date and no longer fit for purpose. The consequences can be seismic, with families potentially plunged…
Sisters allowed to correct error to benefit from family trust
October 15th 2018By Claire Wilson Associate Solicitor Two sisters have been allowed to correct an error in a family trust that would have prevented them from benefiting in the way intended when the document was drawn up. The sisters were aged 58 and 56. When their mother died in 2005, they had inherited equally her 50% share of the house that she and their father owned. For tax reasons, they created a…
