Paralegal in the Wills, Trusts, Tax and Probate Team

Kaitlyn joined Nash & Co Solicitors in July 2025 for her placement year as part of the LLB Law with Professional Placement programme at the University of Exeter. She will be spending 6 months working in the Wills, Trusts, Tax and Probate team and a further 6 months working in Commercial Property.

Kaitlyn Roberts

kroberts@nash.co.uk
01752 827123

Wills, Trusts, Tax and Probate client reviews

Private Client insights

Insights

What can I start doing to plan for the changes in Inheritance Tax?

Whilst we still await the full details and legislation of the changes announced in the budget, there are some aspects of your future planning you can start to consider now, to be ready for the upcoming changes to inheritance tax in 2026 and 2027.

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What can solicitors charge for assisting with estate administrations

When you pass away, the person or people you have named as executors in your Will are entitled to administer (deal with) your estate.

Executors can ask solicitors to help with the estate administration, or sometimes solicitors are named as professional executors in a Will. As solicitors fees are generally payable from the estate, it is important to understand what fees solicitors can charge for their work.

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Guidance for former clients of McClure Solicitors

McClure Solicitors went into administration in April 2021 and many ex-clients are now concerned about the legal documents they prepared previously through McClures. We have been actively helping a number of ex-clients of McClure Solicitors where, upon the advice of McClures, “Family Protection Trusts” were put in place and these types of legal documents in particular may not have been in the best interests of those clients

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Why your Will isn’t “one and done”

Drafting a will is a significant milestone in planning your legacy. It ensures your wishes are honoured and protects your loved ones from unnecessary stress. However, writing a will is not a one-time task. Life is unpredictable, and so are the events that can affect your estate and your intentions for it. Keeping your will up to date is as important as writing it in the first place.

Two recent UK court rulings underline the importance of having a clear, up-to-date will and highlight the potential complications when a will isn’t regularly reviewed.

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Farm protests and inheritance tax

The UK government's proposed changes to Agricultural Property Relief (APR) in inheritance tax law have drawn significant attention, sparking both protests and discussions about their impact. Under the reforms, set to begin in April 2026, the 100% relief on agricultural and business property will apply only to the first £1 million of value. Property exceeding this limit will be taxed at 20%, a notable reduction from the standard 40% inheritance tax rate for other estates.

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Legal advice for Deferred Payment Agreements

When it comes to funding long-term care, Deferred Payment Agreements (DPAs) can be a practical solution for many families. These agreements, available through local authorities, allow individuals to defer their care home fees by securing them against their property, usually the family home. While DPAs can be helpful, they come with complexities that families need to understand before making a commitment. Here, Hilary Cragg, Solicitor and Partner at Nash & Co Solicitors, shares expert advice on avoiding common pitfalls with DPAs and provides guidance to help families make informed decisions.

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Deferred payment vs private funding: Choosing the best care home option for your family

When planning for long-term care, many families face difficult financial decisions. Two of the most common options are Deferred Payment Agreements (DPAs) and private funding, each offering distinct benefits and challenges. Choosing the right approach depends on your family’s financial situation, long-term goals, and comfort with the risks involved.

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Changes to Inheritance Tax in the Budget

Although there have been whispers of changes to inheritance tax for quite some time in today’s budget these whispers became a reality as Chancellor Rachel Reeves has now outlined several changes to inheritance tax as part of a wider push to raise revenue.

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How to Minimise Inheritance Tax: A Comprehensive Guide

Inheritance Tax (IHT) can have a significant impact on the amount that your beneficiaries receive from your estate. Understanding how it works and implementing strategies to minimise its impact can help ensure that your loved ones benefit as much as possible from your estate.

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What tax implications do I need to be aware of with Asset Protection Trusts?

Asset Protection Trusts (APTs) are often used to manage and safeguard your assets, but it’s important to understand that they come with various tax implications that need careful consideration. Understanding these tax implications ensures that your trust has been set up correctly and operates in compliance with the law.

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What happens if your Asset Protection Trust hasn’t been registered?

Asset Protection Trusts (APTs) are used for managing and protecting assets, which means it’s critical that it has been properly registered. Many APTs are legally required to register with HMRC both for reporting for tax purposes, and being entered on HMRC’s trust registration service (‘TRS’). This is essential to avoiding both legal and financial complications.

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Everything You Need to Know about Asset Protection Trusts

You may have heard of Asset Protection Trusts (APTs), sometimes known as Family Protection Trusts, in the news, or perhaps you or a loved one has a trust in place you started some years ago.

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