Tax and Estate Planning

Recent Features and Opinion

Financial report and calculator

Ensuring clients understand their financial choices could help improve their overall wellbeing

2021-01-20T11:05:00+00:00By

Many professionals and clients take a one-sided view of financial advisers, and assume that independent advisers can meet all their needs. Dave Thomas explains, however, how employed advisers offering restricted advice can offer clients a different approach, and should be considered.

Open hand offering gift

The estate we’re in

2020-11-17T00:00:00+00:00By ,

Holly Miéville-Hawkins investigates the Court of Protection’s approach to estate and inheritance tax planning, and analyses some recent case law

Fiona Heald

Back to basics: Wills, trusts and care home fees

2020-08-11T08:10:00+01:00By

Fiona Heald reviews the basics on wills, estate planning and the problem of care home fees.

Gareth Marland

Up to eleven

2020-08-11T00:00:00+01:00By

Gareth Marland explains how the often-overlooked section 11 of the Inheritance Tax Act 1984 is a useful planning tool, particularly for families with young children

Pensions - tower of piggy banks over egg-timer with pound sign draining away(£)

Gone to pot

2020-08-11T00:00:00+01:00By

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

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

paul-maddock-600x400

Generation gaps

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

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

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 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
  • 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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