Wealth, Health and Inheritance Briefing
Winter 2025 edition
Welcome to the latest edition of the Wealth, Health and Inheritance Tax Briefing. If you have any questions regarding the subjects covered in this issue, please do not hesitate to reach out to us.
In this edition
Heirs and Affairs a Clarke Willmott Podcast – Episode 2
Planning helps to protect you and your family. However, not all things go according to plan. So in this podcast our private client team delves into the intricacies of, and find solutions to, complex Wills, inheritance tax, trusts, and planning. Georgia Collier joins Carol Hawking to discuss Deeds of Variation, which allow individuals to change the terms of someone’s Will after their death if it’s needed and how to go about it.
Episode 2: Afterlife edits: the art of rewriting Wills
Tips for the end of the tax year
It’s that time of the year when your client may be in contact needing reassurance that they’ve used all their tax allowances and made the right choices for this tax year, as well as having plans in place for the next. You’ll have the tax bases covered, but we thought it might be helpful reminder of what the legal implications are too. We discuss a couple of tips to add to your actions for clients.
Posted:
