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’ relief from stamp duty land tax and find that, like much tax legislation, it is not as simple as it could be. We also consider what might be included in the forthcoming review of inheritance tax by the Office of Tax Simplification.

If you or your clients have registered a lasting power of attorney in the last few years you may be owed a part refund of the fee paid and our article tells you how to claim this. We also look at the important subject of who should be appointed as executor of your client’s Will and consider how a family business agreement could help your client protect their business.

If you have any comments on anything in this issue, or wish us to cover a particular topic in a future issue, then please do contact us. We are on Twitter (@CWPrivateClient) if you would like to follow us or to tweet your comments.

Anthony Fairweather

Contents

• The inheritance tax review: what would be on your wish list?
• Powers of attorney: registration fees refund due to some
• The devil’s in the detail: first time buyer’s relief from SDLT
• Are you ready for GDPR?
• Family business agreements: protecting a business for the future
• Who should your clients appoint as executors?

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