Tax and Estate Planning

Recent Features and Opinion

Sarah Astley

Taxing pensions


Sarah Astley revisits spousal bypass trusts. They may have fallen out of favour, but she explains they are still relevant in today’s world of pension freedoms and a useful tax planning tool

Charlotte Coyle-600x400

Back to Basics: Estate planning for blended families

2021-11-16T00:00:00+00:00By ,

Charlotte Coyle and Lilly Whale look at what to consider when advising blended families


Into the woods


Philip Whitcomb looks at possible inheritance tax relief in respect of woodlands


Workshop: Gifts with reservation


Hugh Cumber rounds up his workshop on gifts with reservation


A taxing split


At the conference, Tim Gillett focused on areas where private client practitioners might assist their family law colleagues with tax issues arising on divorce, and how legal separation has a variety of tax implications

Álvaro Aznar Azcárate

Life in the Med

2021-08-19T00:00:00+01:00By ,

Álvaro Aznar Azcárate and Alejandro Verdú de Haro look at the impact of Brexit on UK nationals with assets in Spain, and discuss taxation, estate planning and residency issues


Back to Basics: Inheritance tax and partially exempt estates


Lesley King explains how to get the calculations right for inheritance tax due on partially exempt estates


Testamentary capacity and insane delusions


Lesley King discusses how testamentary capacity is tested during contentious probate, and what is meant by ”insane delusions”.

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