Rebalancing generational wealth
Clarke Willmott examines how you can contribute to correcting the wealth imbalance between generations through lifetime planning and gifting.
Service Category Archives
Harriet Neusinger – Chartered Legal Executive (Senior Associate)
Harriet deals with complex and high value estates, many of which have an agricultural or business element; cross border estates; and advises clients on tax mitigation. Harriet often assists beneficiaries with their own lifetime planning following receipt of their inheritance.
Business relief and inheritance tax
What is Business Property Relief and how might it benefit your estate? Call 0800 652 8025 for an initial consultation and IHT advice. Award winning national firm in Birmingham, Bristol, Cardiff, London, Manchester, Southampton & Taunton.
Lasting powers of attorney for business owners
Everyone should consider how their financial affairs will be dealt with in the event of their incapacity, and, as everyone has been reminded over the past year, old age is not the only cause of incapacity; accidents and devastating illness are also possibilities that should be borne in mind.
Rachel Tonkinson – Associate
Rachel is a Solicitor in our private capital team specialising in the administration of deceased estates.
Lauren Smart – Associate
Lauren deals with all aspects of estate administration work, dealing with both taxable and non-taxable estates.
Why make a Will?
Why should you swap the new sofa or a week in the sun for a Will? Because a Will is arguably the most important financial document that you will ever sign.
Trusts: not just for the super-rich
We address the misconception that trusts are for the super-rich and share how they can be used to benefit a range of individuals. Call 0800 652 8025 for a free consultation.
Deeds of Variation and saving tax
Clarke Willmott shows how a deed of variation can be used to by the beneficiary to make tax savings.
Second marriages later in life
If you are considering a marriage later in life what factors should be considered and how can trusts help? What about jointly owned assets and what if this marriage ends in divorce?
Wills and tax planning: when not to do it yourself
Making your own Will to save money may sound tempting. Clarke Willmott looks at what can go wrong and when not to do it yourself.