A solicitor gives legal advice to a smiling young couple

Wealth Health and Inheritance Briefing – March 2017

Welcome to the March 2017 edition of the Wealth, Health and Inheritance briefing.

We have a bumper issue this month with coverage of the Spring Budget, the large rise in probate court fees, the crucial decision on cohabitants’ pension rights and a look at several cases involving claims against financial advisers.

We also consider how your family company owner clients can reduce their inheritance tax liability by careful Will planning and how they can also maximise their entitlement to the new residence nil rate band.

Lastly, we focus on my partner Stuart Thorne who celebrates 40 years at Clarke Willmott this year and who has witnessed many changes during that time.

If we can help in any way please do get in touch, and if you would like us to cover a particular topic in WHIB, then please let us know.

As always, please get in touch if you require any further advice or information.

Anthony Fairweather

Wealth Health and Inheritance Briefing – March 2017
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Contents

  • Probate fees increases: another death tax?
  • Tax and negligent investment advice
  • March Budget springs few surprises
  • How small company owners can save inheritance tax
  • Supreme Court upholds co-habitant’s rights to a survivor’s pension
  • Financial adviser’s lack of advice on potential pension transfer claim not negligent
  • Focus On: Stuart Thorne and the Taunton private capital team