Jo Summers

Jo Summers

Jo Summers is a solicitor, author, and founder of PWT Advice LLP, which provides consultancy services on pensions, wealth planning and tax.

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    Back to Basics: Residence and domicile

    2019-08-06T00:07:00

    Jo Summers goes back to basics on residence and domicile

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    Gaining ground: the new non-residents' capital gains tax

    2018-10-19T10:35:00

    Legislation in force from next April will bring almost all non-resident owners of land within the scope of UK tax on their gains – the loss of a key tax benefit for investors. Jo Summers explains

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    Workshop: IHT and the family home

    2017-09-19T00:00:00

    Delegates at the conference could choose between five workshops, run twice over the course of the day. Jo Summers rounds up her workshop

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    Wind it up

    2017-02-14T00:00:00

    Jo Summers addresses the key taxation issues trustees must be aware of when winding up a trust

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    Wind up

    2016-11-15T00:00:00

    In the first of a two-part article, Jo Summers explains the various ways in which a trust may be brought to end and the key considerations for trustees

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    Generation game

    2016-03-22T00:00:00

    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

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    Home and away

    2016-03-08T15:27:00

    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

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    The devil’s in the detail

    2016-01-19T00:00:00

    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

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    A taxing issue

    2015-11-26T12:50:00

    Jo Summers explains the UK’s current position on tax compliance, and what advice you need to give your clients

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    Back to basics: Residence and domicile

    2015-05-20T10:49:00

    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

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    New international tax compliance regulations in force

    2015-05-20T10:34:00

    The regulations set out FATCA due diligence and reporting obligations for UK financial institutions, explains Jo Summers

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    Annual Conference 2014: Offshore issues for onshore practitioners

    2014-09-11T00:00:00

    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

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    Back to Basics: FATCA and UK trusts

    2014-07-16T00:00:00

    Jo Summers explains what FATCA is and its application to UK trusts