Jo Summers
Jo Summers is a solicitor, author, and founder of PWT Advice LLP, which provides consultancy services on pensions, wealth planning and tax.
FeatureGone to pot
While pension pots are usually exempt from inheritance tax, there are still exceptions to be wary of. Jo Summers looks at the traps to avoid
FeatureBack to Basics: Residence and domicile
Jo Summers goes back to basics on residence and domicile
FeatureWorkshop: IHT and the family home
Delegates at the conference could choose between five workshops, run twice over the course of the day. Jo Summers rounds up her workshop
FeatureWind it up
Jo Summers addresses the key taxation issues trustees must be aware of when winding up a trust
FeatureGeneration game
Major changes to the tax charges that apply to benefits paid on the death of a pension scheme member took effect almost a year ago. Jo Summers outlines what benefit options now apply, and how you can plan effectively for your clients
FeatureHome and away
Clients may not realise how complicated it can be to buy or inherit a property abroad. Jo Summers looks at the issues involved and the impact of the new EU regulation on succession
FeatureThe devil’s in the detail
The summer budget this year announced huge changes to how non-doms who are long-term-resident in the UK are taxed. Jo Summers explains the proposals for next year’s Finance Act and what they mean for non-doms
FeatureA taxing issue
Jo Summers explains the UK’s current position on tax compliance, and what advice you need to give your clients
FeatureBack to basics: Residence and domicile
Jo Summers explains how to assess client’s residence and domicile status – and the impact this can have on will-drafting and succession issues – and examines the new EU certificates of succession
NewsNew international tax compliance regulations in force
The regulations set out FATCA due diligence and reporting obligations for UK financial institutions, explains Jo Summers
FeatureAnnual Conference 2014: Offshore issues for onshore practitioners
In this workshop, Jo Summers looked at some of the offshore issues that may affect onshore private client practitioners, including non-residents investing in the UK and UK clients who invest offshore
FeatureBack to Basics: FATCA and UK trusts
Jo Summers explains what FATCA is and its application to UK trusts