Recent Features and Opinion
Second time around
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
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
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
Plenary: Intellectual capital
Emma Chamberlain spoke at the Private Client Section annual conference 2019 on capital taxes, including the government’s planned reform of trusts, the transfer of assets on divorce, and the gifts with reservation of benefit rules
Workshop: Inheritance tax on business property: how to protect your clients
Steven Appleton rounds up his workshop on inheritance tax on business property.
PPI: my firm’s approach
Ian Bond discusses the steps his firm has taken ahead of the 29 August deadline for payment protection insurance claims.
It takes two
Using a real-life case study of a complex estate, Charlotte Pollard and Sofia Thomas explain how solicitor and tax adviser working together and taking a holistic approach can reap benefits for clients
Meeting expectations
Regulators have been taking a keener interest of late in how professional services firms protect their vulnerable clients. What level of service should you expect from financial advisers in this area? David Mulholland explains
Swim with the currency
Leading the charge
Gaining ground: the new non-residents' capital gains tax
Workshop: Business property relief and agricultural property relief
Workshop: Pensions
Workshop: The role of the tax system in building the UK’s cultural patrimony
Plenary: Family affairs
Plenary: Changing times
Joining the DOTAS
State of the art
Simple as that
Staking a claim
Back to basics: Deeds of variation and disclaimers
Up to standard
It begins at home?
Back to basics: Working with farming accountants
Take my advice
Artistic legacy
Paradise lost
Domicile effect
Lay of the land
Back to Basics: Annual tax compliance in probate cases
Guilt by association
Caught in the net
Mark your words
Brain trust
Workshop: IHT and the family home
Rate of knots
New criminal offence of failure to prevent the facilitation of tax evasion
Back to Basics: Funding of care fees
At your discretion
Hide away
Standard fare
Sign it over
Band practice
What a relief
Wind it up
Checks and balances
Banking on it
In principle
Give to receive
Back to Basics: Authorised payments for CoP deputies
Screen savers
Capital letter
Private Client Section annual conference 2016: Workshops
Trouble comes in threes
Happy anniversary
Back to Basics: Lifetime gifts
Escape route
Close to home
Using mediation to resolve private client disputes
The line of duty
ISA on the prize
Reduced circumstances
All good advice
Variation on a theme
Back to Basics: Managing stocks and shares as part of an estate
Generation game
Back to Basics: Finalising a tax liability
Capital thinking
Powers that be
Means to a dividend
The devil’s in the detail
A taxing issue
Immovable object
Workshops
Doubt of the benefit
Good as gold
In with the new
Pass it on
Summer sums
Back to Basics: Inheritance tax relief on farmland
Risky business
The family way
Sweet charity
Our nation’s good
Digging deep
All in the family
Into the breach
Back to Basics: Stamp duty land tax
Saving grace
Game plan
Bend and flex
Course of action
Take care
Trust issues
Back to basics 34: Nil-rate band trusts
Specialist needs
Annual Conference 2014: The technical side of life policies and pensions
Annual Conference 2014: Capital ideas
All is forfeit
An expensive lesson
Seeing red
Working together
Wealth of advice
Trading places
Back to basics 30: Tax reliefs
Statement of intent
Irish origin
A developing trend
PS November 2013
PS September 2013
PS July 2013
PS May 2013
PS March 2013
PS January 2013