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Fidelis Legal Case Studies & Client Advice.


Can Someone With Dementia Make A Will?
A dementia diagnosis does not instantly mean that someone cannot say who their money and their possessions should go to when they pass away.

Helen Claydon
3 days ago
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Own Your Own Company? - You'll Want To Consider A Will For Business Owners.
If you own a business, then it is even more important to make sure that you create a Will.

Helen Claydon
3 days ago
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How Are Digital Assets Handled When You Pass Away?
We all have a digital footprint that reaches far and wide but what happens to this when we pass away? And what happens to your digital assets?

Helen Claydon
3 days ago
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What Happens If A Beneficiary Can't Be Found?
During probate executors have a responsibility to do everything possible to find all the beneficiaries.

Helen Claydon
3 days ago
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Is It Possible To Challenge A Will?
In certain circumstances and for limited reasons, you can challenge a Will and ask that it is deemed invalid.

Helen Claydon
3 days ago
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Using a Trust for multiple beneficiaries.
In this case study we assisted a family with nine beneficiaries, each of whom needed to be treated differently regarding their inheritance.

Helen Claydon
3 days ago
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A Trust can be a defence against aggressive creditors.
Case Study - Well prepared APT, Asset Protection Trust, offers protection for somebody’s Estate even through a lengthy legal challenge.

Helen Claydon
3 days ago
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How Trustees can protect an Estate after death.
A perfect and unusual example of this is where we, as Trustees, were able to stop an abusive son inheriting after his parents had passed away.

Helen Claydon
3 days ago
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Using a Trust to protect assets from coercive partners.
In this case study our client had concerns about their daughter's vulnerability to coercive and controlling behaviour.

Helen Claydon
3 days ago
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Trusts & Inheritance Tax – The Benefits for You
Many people believe that a Trust is solely for the benefit of the wealthy or celebrities. Quite simply, this is not the case.

Helen Claydon
Feb 28
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