Recent Family and Relationships

Second marriage - three linked wedding rings

Second time around

2019-11-12T00:00:00+00:00

Using case studies, Charlotte Pollard and Sofia Thomas consider the range of tax and estate planning issues for clients remarrying or divorcing later in life, and flag the common pitfalls to avoid

All Family and Relationships

Recent Estate Administration

Risk - man with briefcase flying in superhero pose

Rise above

2019-11-12T00:00:00+00:00

Eleanor Evans looks at managing the risks involved in probate and estate administration

All Estate Administration

Recent Benefits and Allowances

Justin Rourke

Opting out

2018-08-07T00:08:00+01:00

Demand to transfer out of defined benefit pensions is hitting new highs. While the reasons for this are clear, are clients truly aware of the risks involved, asks Justin Rourke

All Benefits and Allowances

Recent Charities

New message alert

Charities still waiting for clarity on bequest alerts

2019-06-05T09:24:00+01:00

Charities still do not know how they will receive bequest alerts after the government ends its arrangement with a private legacy notification provider in July 2019.

All Charities

Benefits of Membership*

Private Client Section renewals

The Private Client Section will provide you with support, advice, networking opportunities and enable the sharing of best practice with peers.

The current Section Engagement programme has been created in consultation with the Section Advisory Committee and will focus on key issues including:

  • NRB Changes
  • LPA Changes
  • digital assets
  • cross border tax
  • IPFDA cases
  • Care Act
  • elderly client
  • HMRC disputes
  • inheritance tax
  • trusts
  • estate administration
  • capital gains tax

These issues will be addressed through a range of activities including: workshops, seminars, conferences, webinars, website, e-newsletters, magazines and a LinkedIn group.

*See Section terms and conditions

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