Fidelis Legal Services are proud to announce that Senior Compliance Associate, Dale Adams, has achieved the STEP Certificate in Trusts & Estates.

Careful planning, and the use of Living Trusts, have been benefitting three generations of the same family for nearly ten years. Our clients each set up an Asset Protection Trust (APT) in 2016 to protect their property for their children.

A dementia diagnosis does not instantly mean that someone cannot say who their money and their possessions should go to when they pass away.

If you own a business, then it is even more important to make sure that you create a Will.

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?

During probate executors have a responsibility to do everything possible to find all the beneficiaries.

In certain circumstances and for limited reasons, you can challenge a Will and ask that it is deemed invalid.

In this case study we assisted a family with nine beneficiaries, each of whom needed to be treated differently regarding their inheritance.

Case Study - Well prepared APT, Asset Protection Trust, offers protection for somebody’s Estate even through a lengthy legal challenge.

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.

In this case study our client had concerns about their daughter's vulnerability to coercive and controlling behaviour.

£7,823! This is the final figure raised throughout 2024 for Alzheimer’s Society. Alongside our colleagues at Simpler Law and Fidelis Legal Services we challenged ourselves to raise £5,000 over the year and we are delighted to have exceeded that figure by over 50%!

We are delighted to announce that Fidelis Legal Services Director and Chief Legal Officer, Helen Claydon, recently achieved ‘Highly Commended’ at the 2025 Probate Industry Awards.

Many people believe that a Trust is solely for the benefit of the wealthy or celebrities. Quite simply, this is not the case.

We are excited to share that Fidelis Legal Services have been nominated as finalists in two categories at this year's Modern Law Awards.