Tax and Estate Planning

Recent Features and Opinion

Sarah Astley

Taxing pensions

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

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

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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

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Into the woods

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

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

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Workshop: Gifts with reservation

2021-09-21T00:00:00+01:00By

Hugh Cumber rounds up his workshop on gifts with reservation

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A taxing split

2021-09-21T00:00:00+01:00By

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

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Back to Basics: Inheritance tax and partially exempt estates

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

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

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Testamentary capacity and insane delusions

2021-06-14T08:02:00+01:00By

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

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