Private Client Section

Tax and Estate Planning

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Sign it overSubscription

10 May 2017By

There are several reasons why clients may want to transfer ownership of their home to their children – avoiding its value being included in care fee assessments, for example. But, cautions Roz Wyeth, there are major tax implications when passing on property

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Band practiceSubscription

9 May 2017By

The new residence nil-rate band is now with us. Lesley King looks at some of the problems that can arise in practice, and offers some practical case studies and solutions

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What a reliefSubscription

9 May 2017By

Business property relief is one of the most generous tax reliefs available in inheritance tax planning, but there are still several pitfalls to watch out for. David Thornber provides a guide

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Wind it up

14 February 2017By

In the second in a two-part series, Jo Summers addresses the key taxation issues trustees must be aware of when winding up a trust

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Checks and balancesSubscription

14 February 2017By

Upcoming tax changes may lead more private property investors to incorporate. Susan Winter looks at the pros and cons of each structure, and the implications for private clients who own property as an investment

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Banking on itSubscription

14 February 2017By

The so-called Bank of Mum and Dad plays a vital role in helping young people to take their first steps on to the housing ladder, but the legal issues for a solicitor to deal with are manifold. Sally Pike advises on how to ensure things go as smoothly as possible

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In principleSubscription

15 November 2016By

The courts are increasingly willing to entertain proprietary estoppel claims and to hone the various limbs of the law. George Mallet examines two recent Court of Appeal decisions

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Give to receive

15 November 2016By ,

Whether through ad hoc charitable donations or a strategic programme of philanthropy, clients in Britain have a long history of ‘giving back’. Alana Petraske and Christopher Groves look at the options, and the tax reliefs available

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