DIY will writers could be missing ways to avoid tax, according to a Sheffield solicitor.
Philip Armstrong, of Atteys, has seen a rise in people handling a relative’s will – and an increase in clients who need mistakes clearing up.
He said: “Many professionally-drafted wills contain trusts to save tax, to avoid those who inherit paying care fees. “In one case, a client sold shares that had made a gain during the administration of his late sister’s estate and had to pay tax. If he had transferred the shares to himself first, before selling them, he could have avoided the tax.”
Atteys also helps relatives claim against the NHS for care funding.