Tax and Estate Planning

Recent Features and Opinion

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Equal inheritance tax for EU and non-EU taxpayers


Spain’s highest court has considered that Spanish inheritance tax rules discriminate against non-EU residents. Alberto Perez Cedillo summarises the decision.

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

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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

Steve Appleton

Workshop: Inheritance tax on business property: how to protect your clients


Steven Appleton rounds up his workshop on inheritance tax on business property.

Ian Bond new

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

2019-08-06T00:03:00+01:00By ,

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

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