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Useful resources

Upcoming event: Dying matters, let’s talk about it

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A “fair and efficient” tax

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Trust Registration Service: the deadline approaches

Read more on Trust Registration Service: the deadline approaches

The Statutory Residence Test and “exceptional circumstances”

Read more on The Statutory Residence Test and “exceptional circumstances”

The rise in predatory marriage

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Pitfalls in Probate

Read more on Pitfalls in Probate

OTS’s capital gains tax review: more tax on disposal of the family farm?

Read more on OTS’s capital gains tax review: more tax on disposal of the family farm?

Lasting powers of attorney for business owners

Read more on Lasting powers of attorney for business owners

Intestacy rules change but co-habiting partners still lose out

Read more on Intestacy rules change but co-habiting partners still lose out

Providing for disabled children

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Déjà vu? Changes to the French Civil Code and forced heirship

Read more on Déjà vu? Changes to the French Civil Code and forced heirship

Declarations of Trust and property ownership

Read more on Declarations of Trust and property ownership

Attorneys and inheritance tax saving investments

Read more on Attorneys and inheritance tax saving investments

Transferable Nil Rate Band Claim Pack

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The Exempt Asset Trust bolt on

Read more on The Exempt Asset Trust bolt on

Simple Will Package

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Property Discount (Wills) bolt on

Read more on Property Discount (Wills) bolt on

Normal Expenditure out of Income Plan

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Next Generation Protection Wills

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Holiday Home Trust – UK Properties

Read more on Holiday Home Trust – UK Properties

Flexible Wills for a Single Person

Read more on Flexible Wills for a Single Person

Family Protection Wills

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Family Investment Companies

Read more on Family Investment Companies

Deeds of Variation Package

Read more on Deeds of Variation Package

Helping Children onto the Property Ladder Plan

Read more on Helping Children onto the Property Ladder Plan

Asset Protection Will Plan

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Helping Children onto the Property Ladder Plan

Read more on Helping Children onto the Property Ladder Plan

Trustees: death, incapacity and investments

Read more on Trustees: death, incapacity and investments

Mutual Wills: should your clients have them?

Read more on Mutual Wills: should your clients have them?

Inheritance tax anomalies affecting businesses and farms

Read more on Inheritance tax anomalies affecting businesses and farms

Update on the taxation of life insurance policies

Read more on Update on the taxation of life insurance policies

Capital tax planning on development land disposals

Read more on Capital tax planning on development land disposals

Attorneys and investments

Read more on Attorneys and investments

The financing of your client’s care

Read more on The financing of your client’s care

The perils of probate

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How survivorship clauses in Wills can cause problems for your clients

Read more on How survivorship clauses in Wills can cause problems for your clients

Protection of family wealth

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Wills go virtual

Read more on Wills go virtual

Unmarried couples and protection of your clients’ property interests

Read more on Unmarried couples and protection of your clients’ property interests

Pension entitlements, co-habitants and death benefits

Read more on Pension entitlements, co-habitants and death benefits

Wills, marriage and vulnerable adults

Read more on Wills, marriage and vulnerable adults

Inheritance tax and reversionary leases

Read more on Inheritance tax and reversionary leases

Consultation on taxation of life insurance policies

Read more on Consultation on taxation of life insurance policies

Lifetime gift rules cause confusion

Read more on Lifetime gift rules cause confusion

Inheritance tax planning and lasting powers of attorney

Read more on Inheritance tax planning and lasting powers of attorney

Tax Tribunal’s capital gains tax decision and self-builders

Read more on Tax Tribunal’s capital gains tax decision and self-builders

Property investment companies, inheritance tax and freezing value

Read more on Property investment companies, inheritance tax and freezing value

Supreme Court upholds co-habitant’s rights to a survivor’s pension

Read more on Supreme Court upholds co-habitant’s rights to a survivor’s pension

Can your clients leave their adult children out of their Wills?

Read more on Can your clients leave their adult children out of their Wills?

Gift and loan plans: what to do on death?

Read more on Gift and loan plans: what to do on death?

Second marriages later in life

Read more on Second marriages later in life

Nil rate band discretionary trusts: don’t ignore them

Read more on Nil rate band discretionary trusts: don’t ignore them

Your client’s holiday home and incapacity

Read more on Your client’s holiday home and incapacity

HMRC challenges land valuations in estates

Read more on HMRC challenges land valuations in estates

Investment advisers and fiduciary relationships

Read more on Investment advisers and fiduciary relationships

Required reading for trustees

Read more on Required reading for trustees

The significance of letters of wishes

Read more on The significance of letters of wishes

The importance of domicile

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Making gifts: a guide for Attorneys and Deputies

Read more on Making gifts: a guide for Attorneys and Deputies

Personal injury trusts: not only for welfare benefits preservation

Read more on Personal injury trusts: not only for welfare benefits preservation

Three inheritance tax saving tips for clients who can’t claim the residence nil rate band

Read more on Three inheritance tax saving tips for clients who can’t claim the residence nil rate band

Residence nil rate band: when should your clients use their relief?

Read more on Residence nil rate band: when should your clients use their relief?

Advising the older client – when your client loses capacity

Read more on Advising the older client – when your client loses capacity

Company owners and the need to plan for unexpected death

Read more on Company owners and the need to plan for unexpected death

Co-habitants: action required

Read more on Co-habitants: action required

Three ways Deeds of Variation can save tax for your clients

Read more on Three ways Deeds of Variation can save tax for your clients

Powers of attorney: registration fees refund due to some

Read more on Powers of attorney: registration fees refund due to some

Who should your clients appoint as executors?

Read more on Who should your clients appoint as executors?

Wealth, Health and Inheritance Briefing

Read more on Wealth, Health and Inheritance Briefing

Five practical tips for preparing your clients for later life

Read more on Five practical tips for preparing your clients for later life