Wealth Health and Inheritance Briefing – January 2020

January 2020 edition Welcome to the January 2020 edition of the Wealth, Health and Inheritance Briefing. In the recent election campaign there was some cross-party consensus about the inefficacy of entrepreneurs’ relief which provides a favourable 10% capital gains tax rate to those disposing of a business. It’s possible that the relief will be abolished...
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Wealth Health and Inheritance Briefing – November 2019

Welcome to the November edition of the Wealth, Health and Inheritance Briefing. In our cover article we investigate possible inheritance tax planning for owners of property investment companies by considering how future growth in the company assets can be passed on to the next generation. Many of you will have clients who are approaching their...
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Wealth Health and Inheritance Briefing – September 2019

September 2019 edition In this edition we focus on the Office of Tax Simplification’s inheritance tax review and their second report. We summarise their recommendations and examine more closely two aspects of lifetime gifts which often cause problems for clients, and where changes have been suggested. With an increase in dementia rates (particularly amongst women)...
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Wealth Health and Inheritance Briefing – July 2019

Welcome to the July 2019 edition of our Wealth Health and Inheritance Briefing In the wake of HMRC’s ongoing review of trust taxation we look at the Society of Trust and Estate Practitioners’ response which proposes we should return to the tax rules that applied to life interest trusts before the extensive changes introduced in...
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Wealth Health and Inheritance Briefing – May 2019

Welcome to the May 2019 edition Summer is a popular time for weddings and in this edition we look at protection for vulnerable people who may be unduly influenced into marriage by “bounty hunters”. We also suggest how clients marrying later in life can preserve the assets they’ve acquired before marriage through the use of...
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Wealth Health and Inheritance Briefing – March 2019

March 2019 edition Welcome to the Spring edition of the Wealth, Health and Inheritance Briefing. At the end of last year we were very pleased to welcome partner Paul Davies to Clarke Willmott. Paul is now head of our Manchester private capital team and in this issue you can read about his wide expertise, particularly...
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Wealth Health and Inheritance Briefing – January 2019

January 2019 edition Welcome to the first issue of WHIB for 2019. We wish everyone a happy new year. It looks like it might be a busy year in the private client world with a number of changes likely to take place. In this issue we examine three of these: the Office of Tax Simplification’s...
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Wealth Health and Inheritance Briefing – Manchester edition

Welcome to a special edition issue of WHIB focusing on our Manchester team. In this issue we introduce you to Paul Davies, Rebecca Clarke and Nicola Walker, our new private client solicitors based in Manchester. Rebecca, Nicola and Paul will extend the nationwide coverage of our private capital practice as well as adding to the expertise...
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Wealth Health and Inheritance Briefing – November 2018

Welcome to the November issue of WHIB, our last of 2018 The first Monday budget for over 50 years was a quiet affair for private client advisers; we summarise the main points in our leading article. Also in this issue we introduce you to Rebecca Clarke and Nicola Walker, our new private client solicitors based...
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Wealth Health and Inheritance Briefing – September 2018

Welcome to the autumn edition of WHIB In today’s geographically mobile world the question of a person’s domicile becomes ever more complicated to determine and yet it is a vital concept for determining tax liabilities, and in which country’s courts an individual can bring proceedings. Our lead article this month looks at the importance of...
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