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Heirs and Affairs podcast

Helping support you and your client relationships

Clarke Willmott’s private client experts delve into the intricacies of, and find solutions to, complex Wills, inheritance tax, trusts, and planning. Helping you to support your clients both domestic and international to save tax and protect assets for their families.

If you would like to learn more, have a listen and follow our podcast on the following platforms: Podbean, Apple Podcasts, Amazon Music, Spotify.

Contact a specialist

For advice about Wills, inheritance tax, trusts, and planning contact one of our specialist solicitors on 0800 652 8025 or contact us online. We have offices in Manchester, London, Bristol, Cardiff, Southampton, Taunton and Birmingham.

Episodes

Episode 2

#2: Afterlife Edits: the Art of Rewriting Wills

Georgia Collier joins Carol Hawking once again to discuss Deeds of Variation, which allow individuals to change the terms of someone’s will after their death.

They explain the timing issues involved and the various reasons that someone might want to enter into a deed of variation, from faulty wills, tax planning, loan plans, asset protection, and diverting assets to different people.

They also discuss the use of trusts and property discounting, and highlight the vital importance of proper documentation and seeking professional advice when considering a Deed of Variation.

You can also listen to this episode on: Amazon, Apple, and Spotify.

Episode 1

Episode 1 - Heirs and Affairs a Clarke Willmott podcast

#1: Trusts Untangled

In this episode, Carol Hawking and Georgia Collier from Clarke Willmott discuss ‘the niggly bits’ in Trusts, including the definition of a trust, different types of trusts, capacity of trustees, use of trustee powers, and common issues that arise.

The conversation covers the importance of reviewing the trust document and understanding its powers and limitations. They also discuss the role of lay trustees and the benefits of appointing professional trustees.

Other topics covered include insurance products in trusts, changing trust provisions, tax consequences of trust actions, and the importance of keeping the letter of wishes up to date.

You can also listen to this episode on: Amazon, Apple, and Spotify.

Your key contacts

Email Tom Chiffers

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.
View profile for Tom Chiffers >
Email Paul Davies
Paul Davies - Partner - Private Client - Clarke Willmott Manchester

Paul Davies

Partner

Manchester
Paul is a Partner and head of the private capital team in Clarke Willmott’s Manchester office. Paul specialises in estate planning, Wills, & trusts for clients with complex family and finance arrangements.
View profile for Paul Davies >
Email Philip Whitcomb
Philip Whitcomb - Private Client Solicitor - Taunton

Philip Whitcomb

Partner

Taunton
Philip is a private client partner who acts for a large number of farmers, landowners and high-net worth individuals. He has particular expertise in advising on succession planning and the structuring of farm businesses.
View profile for Philip Whitcomb >

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