Tax and Estate Planning

Recent Updates

All Updates

Recent Features and Opinion

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

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

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

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

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

Emma-Chamberlain-600x400

Plenary: Intellectual capital

2019-09-17T00:00:00+01:00By

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

2019-09-17T00:00:00+01:00By

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

Ian Bond new

PPI: my firm’s approach

2019-08-20T10:30:00+01:00By

Ian Bond discusses the steps his firm has taken ahead of the 29 August deadline for payment protection insurance claims.

charlotte-pollard-600x400

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

David Mulholland

Meeting expectations

2019-02-12T00:00:00+00:00By

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

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 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

Join today

Find out more about our new corporate membership

Validate Accessibility