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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Wealth Health and Inheritance Briefing – July 2018

Welcome to the July edition of the Wealth, Health and Inheritance briefing The summer has got off to a surprising start with a heatwave and an uplifting World Cup campaign so I hope that this issue finds all our readers in good spirits. In this edition our specialists examine the actions that should be taken...
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Wealth Health and Inheritance Briefing – May 2018

Welcome to the May 2018 issue of WHIB In this edition we look at the stamp duty land tax advantages of buying a building plot compared to a plot with a dwelling already on it. Our inheritance tax experts look at anomalies in IHT affecting businesses and farms (as highlighted in the Office of Tax...
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Wealth Health and Inheritance Briefing – Spring 2018

Welcome to the Spring 2018 issue of WHIB Recent data breaches have highlighted the requirement for businesses to protect their clients’ data, so in this issue we look at what your organisation needs to do to be ready for the introduction of the General Data Protection Regulations next month. We look at first time buyers’...
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Wealth Health and Inheritance Briefing – January 2018

Welcome to the January 2018 issue of WHIB and a happy new year to you all Sadly we find that divorce instructions often increase in the post-Christmas period and in this issue we look at two related concerns: pre and post nuptial settlements which can help protect wealth if your client’s marriage breaks down; and...
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Clarke Willmott confirms corporate sponsorship of charity Arts Taunton

Our Taunton office has confirmed its support for charity Arts Taunton for another year. We have long-established roots with Arts Taunton going back to the organisation’s founding and certification as a charity in 2015. Tim Walker, Partner, said: “As a practice we depend on Somerset’s ability to attract high quality...

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Bridgwater & Taunton College – 25 years working together

“We look forward to a continuing close partnership…” Clarke Willmott is proud of the strong partnerships it has developed with clients large and small across 130 years in business. Some require our services only occasionally; others rather more frequently, but – no matter what their needs – the same organisational values...

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Centre opens to help steel workers with pension claims

Over £2 million claimed back for steel workers Clarke Willmott LLP, which has so far claimed back over £2 million for steel workers who were badly advised to transfer their pensions, has set up a dedicated centre in Port Talbot to help those affected. Clarke Willmott, has opened at Water...

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