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27 Search results for “Wealth Health and Inheritance”

Pledge to make a will in 2021

News
Clarke Willmott has launched a new campaign to encourage people to pledge that they will make a will this year.

Read more on Pledge to make a will in 2021
Read more on Pledge to make a will in 2021

Testamentary capacity explained

Insights
Our solicitors explain testamentary capacity and how it can affect the validity of a Will. Call 0800 652 8025 today to speak to a Wills specialist. Offices in Birmingham, Bristol, Cardiff, London, Manchester, Southampton & Taunton.

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Read more on Testamentary capacity explained

Trusts: not just for the super-rich

Insights
We address the misconception that trusts are for the super-rich and share how they can be used to benefit a range of individuals. Call 0800 652 8025 for a free consultation.

Read more on Trusts: not just for the super-rich
Read more on Trusts: not just for the super-rich

Don’t leave it too late: IHT on gifts skyrockets

News
The amount of inheritance tax (IHT) paid on gifts has seen a 153% increase since 2011, lawyers are warning people to address their financial planning to avoid being caught out.

Read more on Don’t leave it too late: IHT on gifts skyrockets
Read more on Don’t leave it too late: IHT on gifts skyrockets

Prepare for imminent tax changes around divorce

News
Capital gains tax rules are changing to make it easier for divorcing couples to divide their assets after separating without incurring a tax charge. The two taxes most affected by divorce are inheritance tax and capital gains tax.

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Read more on Prepare for imminent tax changes around divorce

Executive Wealthcare

Legal Expertise
Full executive wealth and business succession planning service. Free online wealth healthcheck. Call 0800 422 0123 for a free consultation with a specialist solicitor.

Read more on Executive Wealthcare
Read more on Executive Wealthcare

Landed estates

Legal Expertise
Private wealth & agriculture solicitors providing strategic advice & legal services to farms, landed estates and rural businesses. Call 0800 652 8025. Teams in Taunton, Bristol, Birmingham, Cardiff, London, Manchester and Southampton.

Read more on Landed estates
Read more on Landed estates

Tips for the end of the tax year

News
 It’s that time of the year when accountants remind you of all the things that you should be doing before the tax year ends on 5 April.

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Read more on Tips for the end of the tax year

“I always told him he needed a good lawyer”

News
Television drama has been a necessary diversion during these endless winter weeks of lockdown but a series currently showing on Sunday evenings has provided a useful case study in what not to do if you wish to ensure your family is taken care of following your sudden death.

Read more on “I always told him he needed a good lawyer”
Read more on “I always told him he needed a good lawyer”
Bonita Walters - Partner - Private Client - Clarke Willmott Bristol

Bonita Walters

Partner

Bristol
Bonita specialises in contested Wills, inheritance and trust disputes and also in disputes involving mental capacity, properties and professional negligence.
Solicitors
View profile for Bonita Walters >
View profile for Bonita Walters

Tom Chiffers

Partner

Taunton
Tom is a Partner in Clarke Willmott’s Taunton Private Capital team, specialising in inheritance tax and succession planning for private individuals, farmers and other business owners.
Solicitors
View profile for Tom Chiffers >
View profile for Tom Chiffers

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