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Wealth, Health and Inheritance Briefing – January 2015

We are pleased to present the January 2015 edition of our Wealth, Health & Inheritance Briefing.

In this edition we focus on family wealth and look at how clients can make plans ahead of significant family events, whether that is a marriage, the protection of assets for future generations, or on the breakdown of a relationship. We also look at what clients should consider when they wish to leave charitable legacies. Our experts look at two cases where the Court has been asked to intervene following the actions of trustees or attorneys.

Our private client advisers work closely with the experts in our family team and you can read more about their work on page 2.

This month our experts also consider:

  • The legal implications of same sex marriage
  • Court approval of trustee actions
  • Protecting children from family wealth
  • How to help your clients give to charity
  • Conflicts of interest under a lasting power of attorney

Feedback on this newsletter is welcome, so if there is anything you would like us to cover, please let us know.

If we can help you advise your clients in connection with these or any other matters, please do not hesitate to contact a member of the private client team.

Anthony Fairweather

Wealth, Health and Inheritance Briefing – January 2015