Recent Features and Opinion – Page 8

Feature

An expensive lesson

2014-07-16T00:00:00Z

Recent years have seen private school and university fees rocket, and private client practitioners are more likely than ever to be asked by clients, whether parents or grandparents, for advice on tax-efficient fees planning. Mark Brownridge offers some tips

Feature

Seeing red

2014-05-14T00:00:00Z

Tina Riches outlines the changes affecting private clients in the 2014 Budget

Feature

Working together

2014-03-11T00:00:00Z

Nichola Sims explains the extensive information that charities need from solicitors when a legacy is bequested to them, and provides a template letter drawn up by the Institute of Legacy Managememt to show solicitors what to expect from a charity’s first contact

Feature

Wealth of advice

2014-03-11T00:00:00Z

Rohan Armes explores the role of an investment manager in giving life to a financial settlement after a divorce, and explains the factors that must be considered when investing a lump sum settlement

Feature

Trading places

2014-03-11T00:00:00Z

A number of recent cases point to a worrying new trend by HM Revenue & Customs, whereby it assesses farms as investment rather than trading businesses – which do not therefore qualify for business property relief. Julie Butler explains what action farmers need to take

Feature

Back to basics 30: Tax reliefs

2014-01-15T00:00:00Z

Sima Pankhania and Richard Mannion consider the various tax and investment reliefs available to private clients in managing their personal tax liabilities. In particular, the taxes covered here are income tax, capital gains tax (CGT) and inheritance tax (IHT).

Feature

Statement of intent

2014-01-15T00:00:00Z

The 2013 autumn statement was quickly followed by the draft 2014 Finance Bill, containing 673 pages of tax changes. David Bennett summarises those most relevant to you and your clients

Feature

Irish origin

2014-01-15T00:00:00Z

For solicitors acting on a UK-based estate which includes Irish assets, Maria Lakes explains what is needed to complete the detailed and sometimes lengthy process of obtaining an Irish grant to deal with these assets

Feature

A developing trend

2014-01-15T00:00:00Z

As farmers are increasingly looking to sell development land, solicitors seeking the most tax-efficient way of structuring the transfer must examine a number of complex factors. Julie Butler outlines the key issues

Feature

PS November 2013

2013-11-19T18:25:00Z

This edition features tax advice in Mehjoo v Harben Barker, lay OPG deputies and attorneys, proprietory estoppel and TOLATA claims in Creasey v Sole, probate software, contested probate, working with LGBT clients, PI claims and means-tested benefits, FATCA, family businesses, and international probate (including Jersey and Belgium)

Feature

PS September 2013

2013-09-17T18:58:00Z

This edition features will-drafting, LPAs and CoP cases, contentious probate, invalid wills, asset protection trusts, business development, international probate, professional negligence, trustees’ decisions, taxation, advance decisions and HWLPAs, capacity to marry, paying for long-term care, end-of-life care, pre-nups, and IHT reliefs for farming families

Feature

PS July 2013

2013-07-23T19:11:00Z

This edition features trustees with conflicting interests, forensic accountants, using artwork to meet tax liabilities, the RDR, WIQS, wealth planning, elderly care, being a charitable trustee, probate in France and Jersey, deathbed mental capacity, Green Deal and probate properties, investment bonds, and conflicts of law in cross-border cases

Feature

PS May 2013

2013-05-21T19:35:00Z

This edition features deathbed wills, Hawes v Burgess on solicitors’ evidence, capacity to consent to sexual relationships, estate administration mistakes, referrals to financial advisers, the 2013 budget, international probate, holiday lettings businesses, pro bono work, pre-nups and matrimonial property regimes for international couples

Feature

PS March 2013

2013-03-19T19:47:00Z

This edition features raising your profile in your local community, acting as executor if your firm is an LLP, declarations of trust for cohabitants, efficiency in private client practice, deathbed planning, will-drafting, cross-border mental capacity, LPAs, the legality of marriages, charitable legacies, and tax on equine businesses

Feature

PS January 2013

2013-01-22T19:57:00Z

This edition features taxation and the 2012 Budget, end-of-life care, EU succession rules, the RDR and financial advice, residence and domicile, advising family and small business owners, tax relief for farming businesses, German probate, mediation, regulating will-writing, complex estates, and care home fees