Wealth, Health and Inheritance Briefing
Spring 2025 edition
Welcome to the latest edition of the Wealth, Health and Inheritance Tax Briefing. If you have any questions regarding the subjects covered in this issue, please do not hesitate to reach out to us.
In this edition
Episode 1 delves into the vital topic of succession planning for farming families, with a particular focus on the impact of recent changes to inheritance tax legislation. Our private client team shares expert insights to help families navigate this complex area.
Episode 2 explores the intricacies of trusts, particularly focusing on lifetime trusts for farmers and landowners. The discussion unpacks how they can be used effectively to manage and protect agricultural assets across generations.
In today’s world, more couples are choosing to live together without getting married. While this lifestyle choice offers flexibility and freedom, it also carries a legal grey area that can pose risks and complications if the relationship were to end. In this article, our family team discuss the importance of cohabitation agreements and who needs one.
A landmark tribunal ruling has provided relief to families who engaged in historic ‘home loan’ inheritance tax schemes, potentially saving them thousands from inheritance tax bills. Clarke Willmott’s Paul Davies explains how the decision marks a significant victory for taxpayers.
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