Autumn 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
- Inheritance tax on pensions – what is changing?
The Autumn Budget in 2024 introduced major changes to inheritance tax, with most unused pension funds set to be included in a person’s estate from April 2027. The move aims to close loopholes and ensure pensions aren’t used as tax planning tools. With draft legislation already published, individuals and advisers should start preparing for the impact on estate planning and pension administration.
- Farming Heirs and Affairs, a Clarke Willmott Podcast – episode 3
Join Tom Chiffers and Holly Smith in this episode of the Heirs and Affairs podcast, as they explore how nuptial agreements aren’t just for Hollywood marriages, they can protect the assets of farming families.
Holly, a family law expert, clarifies misconceptions around nuptial agreements and explains the important role they can play in preserving generational wealth.
- Does a Will go out of date?
While a Will doesn’t expire, it can become outdated if your life changes. From marriage and children to financial shifts and legal updates, there are many reasons to review and refresh your Will regularly. Here’s what to consider to keep your wishes protected.
- Reforming Wills for the modern age
The Law Commission’s 2025 report proposes major reforms to modernise Will-making, bringing 19th-century law into the digital age. Changes include lowering the minimum age to 16 and allowing courts to consider video or audio evidence of final wishes. Our article explores what this could mean for families, professionals, and estate planning.
- Clarke Willmott expands Bristol private capital team
Clarke Willmott has strengthened its Bristol-based private capital team with the appointment of partner Jennifer Charlton and associate Henry Garden. Both bring deep expertise in estate and tax planning for high-net-worth individuals and families. Their arrival reflects the firm’s continued growth in the South West and its commitment to delivering tailored advice across its Bristol, Cardiff, and London offices.
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