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Useful Resources

Webinar – Lifetime Gifts: Mistakes and Misconceptions

In this webinar we are joined by Tom Chiffers, Samantha Neagle and Henry Garden who are discussing lifetime gifts: the mistakes and misconceptions.

Read more on Webinar – Lifetime Gifts: Mistakes and Misconceptions
Read more on Webinar – Lifetime Gifts: Mistakes and Misconceptions

Loan plans on death

Loan plans are regularly used in inheritance tax (IHT) planning, particularly if an individual wishes to reduce the IHT liability on their estate but also retain the ability to receive an “income” from the amount gifted through repayments of the loan.

Read more on Loan plans on death
Read more on Loan plans on death

Heirs and Affairs – A Clarke Willmott Podcast

Clarke Willmott’s private client experts delve into the intricacies of, and find solutions to, complex Wills, inheritance tax, trusts, and planning

Read more on Heirs and Affairs – A Clarke Willmott Podcast
Read more on Heirs and Affairs – A Clarke Willmott Podcast

Access to Child Trust Funds

The question of access to Child Trust funds by young adults who lack capacity has caused some controversy recently.

Read more on Access to Child Trust Funds
Read more on Access to Child Trust Funds

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