Tax and Estate Planning

Recent Features and Opinion


Why client investors are taking their social responsibilities more seriously post-COVID 19


Chris Howard explains why, in light of the pandemic, investors are increasingly looking to companies with strong ethical credentials and rethinking their investment strategies. So, how can you support your clients accordingly?

Joint owner - two house keys on a keyring

Out of joint

2020-05-12T00:00:00+01:00By ,

Sarah Cookson and Clare Harman Clark consider the structures and implications of joint ownership, and how private client solicitors can best make use of the tools available from HM Land Registry

Julie Butler

Country life

2020-02-13T00:00:00+00:00By ,

With the Office of Tax Simplification’s review of lifetime gifts and an ageing farming population, farmers will be considering making lifetime gifts and taking advantage of reliefs while still available. Julie Butler and Fred Butler look at areas of concern for the adviser


Generation gaps


Paul Maddock discusses some of the legal and social issues faced by older LGBT+ people that can often be overlooked by private client solicitors


Needs must


For parents of children with learning needs, planning for the time when they are no longer able to care for them can be daunting and difficult. Nick Latimir, who has a child with autism, details some of the options available

Second marriage - three linked wedding rings

Second time around

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

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

Dawn Joughin - Excello Law-600x400

Beast of burden


In July, the Office of Tax Simplification published its second, long-awaited report making recommendations for inheritance tax reform. Dawn Joughlin looks at the detail

Jane Cassell-600x400

It’s your turn


As private client solicitors, we spend our time helping to organise the future plans of others. But do you have your own will prepared, or lasting powers of attorney in place? Do you know where they are stored? Jane Cassell lists four actions you should take now

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

The current Private Client 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
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