Useful Resources

We look at the nature of the relationship between investment advisers and their clients and the duties and obligations that flow from this.

9 January 2023

Trustees can be forgiven for becoming a little weary at the blitz of regulation that has come their way in recent years.

8 January 2023

Letters of wishes (LoWs) are commonly used in private client legal practice, usually in conjunction with Wills or trusts.

7 January 2023

In English law domicile is a vitally important concept which can have important ramifications.

7 January 2023

You may have clients who are mentally incapable of making decisions and have attorneys or deputies acting for them in respect of their financial affairs.

7 January 2023

Personal injury trusts can also be useful for those individuals who are not claiming benefits and do not anticipate doing so in the future.

7 January 2023

The inheritance tax residence nil rate band will start to come into force from 6 April 2017. When should your clients plan to use this valuable allowance?

6 January 2023

It is now clear that from next April there will be an additional IHT allowance for those who leave a property interest to lineal descendants.

6 January 2023

As the post-war baby boomers begin to grow older, advisers may find that the age profile of their client base is increasing.

6 January 2023

Everyone should make a Will to avoid difficulties after their death, if your client is a small company owner this necessity is exacerbated.

5 January 2023

When advising an unmarried couple on their finances, arguably the most important advice that can be given is to draw up a Will.

3 January 2023