Tax and Estate Planning

Recent Updates

Government brings back probate fee hikes
2018-11-07T09:24:00+00:00
Care homes’ conflict of interest in deprivation of liberty decisions
2018-10-12T14:35:00+01:00

RTC: are you ready for the September deadline?
2018-07-16T11:09:00+01:00
Non-dom reforms: Offshore trustees survey
2018-06-25T13:55:00+01:00

Recent Features and Opinion

Plenary: Intellectual capital

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

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

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

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

PPI: my firm’s approach

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

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 Charlotte Pollard, Sofia Thomas

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

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

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

2018-11-06T00:09:00+00:00By Sophie Cisler

The fluctuating fortunes of digital currencies and cryptocurrencies are making the headlines on a regular basis. As their popularity grows, what do practitioners need to know to advise investors and traders? Sophie Cisler presents a guide

Leading the charge

2018-11-06T00:06:00+00:00By Emma Kilburn

EU legislation requires financial advisers to disclose all costs and charges relating to their retail client recommendations. Emma Kilburn explains what to look for in investment reports to make sure your adviser is compliant

Gaining ground: the new non-residents' capital gains tax

2018-10-19T10:35:00+01:00By Jo Summers

Legislation in force from next April will bring almost all non-resident owners of land within the scope of UK tax on their gains – the loss of a key tax benefit for investors. Jo Summers explains

Workshop: Business property relief and agricultural property relief
2018-09-18T00:12:00+01:00By Philip Whitcomb
Workshop: Pensions
2018-09-18T00:11:00+01:00By Luke Brooks, Paul Garwood
Workshop: The role of the tax system in building the UK’s cultural patrimony
2018-09-18T00:07:00+01:00By Anastasia Tennant
Plenary: Family affairs
2018-09-18T00:06:00+01:00By Alexander Drapkin
Plenary: Changing times
2018-09-18T00:05:00+01:00By Lesley King
Joining the DOTAS
2018-08-07T00:12:00+01:00By Stuart Adams, Nova Maxwell
State of the art
2018-08-07T00:11:00+01:00By Eleni Polycarpou, Giulia Trojano
Simple as that
2018-08-07T00:10:00+01:00By Emma Gadsden
Staking a claim
2018-08-07T00:06:00+01:00By Paul Saunders
Back to basics: Deeds of variation and disclaimers
2018-08-07T00:06:00+01:00By Angharad Lynn
Up to standard
2018-08-07T00:04:00+01:00By Yasmin Metcalfe
It begins at home?
2018-08-07T00:02:00+01:00By Duncan Wood
Back to basics: Working with farming accountants
2018-05-15T14:52:00+01:00By Julie Butler, Fred Butler
Take my advice
2018-05-15T14:44:00+01:00By Stephen Kavanagh
Artistic legacy
2018-05-15T14:43:00+01:00By Helen Citron, Robert Craig
Paradise lost
2018-02-21T15:31:00+00:00By Diana Bentley
Domicile effect
2018-02-16T14:39:00+00:00By Annie Bouch
Lay of the land
2018-02-14T14:28:00+00:00By Andrew Evans
Back to Basics: Annual tax compliance in probate cases
2017-11-07T11:26:00+00:00By Simon Leney, Jane Hodge
Guilt by association
2017-11-07T11:17:00+00:00By Stuart Adams
Caught in the net
2017-11-07T00:00:00+00:00By Simon Leney
Mark your words
2017-11-07T00:00:00+00:00By Sarah Harrison
Brain trust
2017-09-19T09:42:00+01:00By Lesley King
Workshop: IHT and the family home
2017-09-19T00:00:00+01:00By Jo Summers
Rate of knots
2017-09-19T00:00:00+01:00By Chris Whitehouse
New criminal offence of failure to prevent the facilitation of tax evasion
2017-08-22T09:15:00+01:00By Stuart Adams
Back to Basics: Funding of care fees
2017-08-15T09:26:00+01:00By Melinda Giles, Fiona Heald
At your discretion
2017-08-14T14:26:00+01:00By Stephen Haggett
Hide away
2017-08-08T00:00:00+01:00By Heledd Wyn
Standard fare
2017-08-08T00:00:00+01:00By Yasmin Metcalfe
Sign it over
2017-05-10T08:45:00+01:00By Roz Wyeth
Band practice
2017-05-09T00:00:00+01:00By Lesley King
What a relief
2017-05-09T00:00:00+01:00By David Thornber
Wind it up
2017-02-14T00:00:00+00:00By Jo Summers
Checks and balances
2017-02-14T00:00:00+00:00By Susan Winter
Banking on it
2017-02-14T00:00:00+00:00By Sally Pike
In principle
2016-11-15T16:38:00+00:00By George Mallet
Give to receive
2016-11-15T00:00:00+00:00By Alana Petraske, Christopher Groves
Back to Basics: Authorised payments for CoP deputies
2016-11-15T00:00:00+00:00By Melinda Giles
Screen savers
2016-11-15T00:00:00+00:00By Nick Wenban-Smith
Capital letter
2016-09-20T10:27:00+01:00By Chris Whitehouse
Private Client Section annual conference 2016: Workshops
2016-09-20T00:00:00+01:00
Trouble comes in threes
2016-07-21T13:26:00+01:00By Graham Poles
Happy anniversary
2016-07-21T13:26:00+01:00By Russell Haworth
Back to Basics: Lifetime gifts
2016-07-21T12:56:00+01:00By Lesley King
Escape route
2016-07-21T12:47:00+01:00By Julie Butler
Close to home
2016-07-14T12:19:00+01:00By Richard Roberts
Using mediation to resolve private client disputes
2016-06-07T10:01:00+01:00By Andrew Hildebrand
The line of duty
2016-05-19T16:20:00+01:00By Nigel Popplewell
ISA on the prize
2016-05-19T16:15:00+01:00By Toni Carver
Reduced circumstances
2016-05-19T15:54:00+01:00By Patrick Connolly
All good advice
2016-05-19T15:49:00+01:00By Stephen Kavanagh

Variation on a theme
2016-03-23T14:59:00+00:00By Georgia Bedworth
Back to Basics: Managing stocks and shares as part of an estate
2016-03-22T13:17:00+00:00By Christopher Eriksson-Lee
Generation game
2016-03-22T00:00:00+00:00By Jo Summers
Back to Basics: Finalising a tax liability
2016-03-22T00:00:00+00:00By Lisa Vanderheide, Karmjit Mader
Capital thinking
2016-01-27T16:02:00+00:00By Jake Iles, Ray Chidell
Powers that be
2016-01-19T00:00:00+00:00By Richard Heaney
Means to a dividend
2016-01-19T00:00:00+00:00By Steven Holmes, Sharon Ryan
The devil’s in the detail
2016-01-19T00:00:00+00:00By Jo Summers
A taxing issue
2015-11-26T12:50:00+00:00By Jo Summers
Immovable object
2015-11-26T11:44:00+00:00By Maria Lakes
Workshops
2015-09-29T11:53:00+01:00
Doubt of the benefit
2015-09-28T10:34:00+01:00By Lisa Vanderheide, Karmjit Mader
Good as gold
2015-09-22T00:00:00+01:00By Lucy Trevelyan
In with the new
2015-09-22T00:00:00+01:00By Graham Poles
Pass it on
2015-09-22T00:00:00+01:00By Chris Whitehouse
Summer sums
2015-07-21T00:00:00+01:00By Patrick Connolly
Back to Basics: Inheritance tax relief on farmland
2015-07-21T00:00:00+01:00By Julie Butler
Risky business
2015-07-21T00:00:00+01:00By John Paul Thornber
The family way
2015-07-21T00:00:00+01:00By Jonathan Turner
Sweet charity
2015-07-21T00:00:00+01:00By Chrissie Paphitis
Our nation’s good
2015-07-21T00:00:00+01:00By Paul Fairbairn
Digging deep
2015-05-20T10:54:00+01:00By Tony Monger, Dave Jennings
All in the family
2015-05-20T10:40:00+01:00By Matthew Duncan
Into the breach
2015-03-17T00:00:00+00:00By Simon Leney
Back to Basics: Stamp duty land tax
2015-03-17T00:00:00+00:00By Marlon Appleton
Saving grace
2015-03-17T00:00:00+00:00By Patrick Connolly
Game plan
2015-01-20T13:07:00+00:00By Mark Brownridge
Bend and flex
2014-11-18T13:06:00+00:00By Stephen Haggett
Course of action
2014-11-18T13:06:00+00:00
Take care
2014-11-18T12:56:00+00:00By Simon Leney
Trust issues
2014-11-18T12:55:00+00:00By Mark Brownridge
Back to basics 34: Nil-rate band trusts
2014-11-18T11:52:00+00:00By Simon Leney, Philippa Ward
Specialist needs
2014-11-18T11:00:00+00:00By Julie Butler
Annual Conference 2014: The technical side of life policies and pensions
2014-09-11T00:00:00+01:00By Paul Garwood, Luke Brooks
Annual Conference 2014: Capital ideas
2014-09-11T00:00:00+01:00By Chris Whitehouse
All is forfeit
2014-07-16T00:00:00+01:00By Simon Leney
An expensive lesson
2014-07-16T00:00:00+01:00By Mark Brownridge
Seeing red
2014-05-14T00:00:00+01:00By Tina Riches
Working together
2014-03-11T00:00:00+00:00By Nichola Sims
Wealth of advice
2014-03-11T00:00:00+00:00By Rohan Armes
Trading places
2014-03-11T00:00:00+00:00By Julie Butler
Back to basics 30: Tax reliefs
2014-01-15T00:00:00+00:00By Sima Pankhania, Richard Mannion
Statement of intent
2014-01-15T00:00:00+00:00By David Bennett
Irish origin
2014-01-15T00:00:00+00:00By Maria Lakes
A developing trend
2014-01-15T00:00:00+00:00By Julie Butler
PS November 2013
2013-11-19T18:25:00+00:00
PS September 2013
2013-09-17T18:58:00+01:00
PS July 2013
2013-07-23T19:11:00+01:00
PS May 2013
2013-05-21T19:35:00+01:00
PS March 2013
2013-03-19T19:47:00+00:00
PS January 2013
2013-01-22T19:57:00+00:00

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Tax and Estate Planning

Recent Features and Opinion

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