Trusts, Wills & Estates

Wealth, Health and Inheritance Briefing – July 2013

We are pleased to present the July 2013 edition of our Wealth, Health and Inheritance Briefing.

This is the first edition of Wealth, Health and Inheritance Briefing, a publication which is aimed at financial advisers and tax specialists who advise private clients on wealth management and personal tax planning.

Clients come in all shapes and sizes. The articles in this edition highlight some of the issues and concerns for the following types of clients:

  • unmarried couples, for whom the law makes little provision,
  • disabled people for whom trust structures can provide additional protection; and
  • parents who wish to prevent their children from squandering their inheritance.

We look at some of the structures that can be used to help them mitigate their tax liabilities or otherwise address their concerns.

Whether these articles bring something new to your attention or remind you of something that you may have forgotten, we hope that you will find them useful when advising your clients.

Click here to download the PDF.