Recent Features and Opinion – Page 3
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FeatureNeeds must
For parents of children with learning needs, planning for the time when they are no longer able to care for them can be daunting and difficult. Nick Latimir, who has a child with autism, details some of the options available
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FeatureEqual 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.
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FeatureSecond 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
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FeatureBeast 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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FeatureIt’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
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FeaturePlenary: 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
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FeatureWorkshop: Inheritance tax on business property: how to protect your clients
Steven Appleton rounds up his workshop on inheritance tax on business property.
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FeaturePPI: my firm’s approach
Ian Bond discusses the steps his firm has taken ahead of the 29 August deadline for payment protection insurance claims.
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FeatureIt 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
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FeatureMeeting 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
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FeatureSwim with the currency
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
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FeatureLeading the charge
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
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FeatureWorkshop: Business property relief and agricultural property relief
Delegates at the conference could choose between five workshops, run twice over the course of the day. Philip Whitcomb rounds up his workshop
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FeatureWorkshop: Pensions
Delegates at the conference could choose between five workshops, run twice over the course of the day. Luke Brooks and Paul Garwood sum up their session
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FeatureWorkshop: The role of the tax system in building the UK’s cultural patrimony
Delegates at the conference could choose between five workshops, run twice over the course of the day. Anastasia Tennant rounds up her workshop
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FeaturePlenary: Family affairs
Alexander Drapkin, in his session at the annual conference, covered an overlooked area of tax planning: the settlement of claims under the Inheritance (Provision for Family and Dependants) Act 1975
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FeaturePlenary: Changing times
At the Private Client Section conference, Lesley King provided her annual update following a very busy year for private client law and practice, covering developments around data protection, trusts and ISAs
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FeatureJoining the DOTAS
Stuart Adams and Nova Maxwell look at how the government has widened the disclosure of tax avoidance schemes regime with reference to inheritance tax
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FeatureState of the art
Eleni Polycarpou and Giulia Trojano consider the tax and inheritance issues involved in handling estates rich in artworks, and look to the future and the rise of digital art
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FeatureSimple as that
The Office for Tax Simplification is currently undertaking a review of inheritance tax. While we can only guess at the final outcomes, solicitors need to be aware of the implications for any current or future tax planning arrangements, says Emma Gadsden