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Financial planning, investments, inheritance tax and Trusts

Court of Protection solicitors
Legal Services
Managing the finances of someone who’s lost capacity to do so? Get expert legal advice on inheritance tax, asset protection, business succession and more.

Read more on Financial planning, investments, inheritance tax and Trusts
Read more on Financial planning, investments, inheritance tax and Trusts

Five New Year Resolutions to Protect Your Family Wealth

News
Private wealth services
Clarke Willmott’s private capital team suggests some strategic resolutions that will help protect your family and its wealth.

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Read more on Five New Year Resolutions to Protect Your Family Wealth

Giving land and property to charity need not be taxing

News
Charities
Gifts of property or land to charities can burden people with a hefty tax bill if they are not administered properly, Jacqui Lazare, a senior associate lawyer has warned.

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Read more on Giving land and property to charity need not be taxing

Helping you make a Will: which Will suits you?

Insights
Arguably the most important document the average person will sign during their lifetime is a Will; after all, which other document deals with all your assets and decides who will receive them after your death?

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Read more on Helping you make a Will: which Will suits you?

Holly Smith

Associate

Birmingham
Holly has a particular focus on complex financial relief in divorce cases, working with high net worth individuals, including those with inherited wealth, family businesses, and trust interests.
Solicitors
View profile for Holly Smith >
View profile for Holly Smith

How to make nature recovery pay

Agriculture
Insights
BNG is an approach to development and/or land management that aims to leave the natural environment for wildlife in a measurably better state than it was beforehand.

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Read more on How to make nature recovery pay

How to prevent will disputes

Civil dispute resolution for private clients
Insights
With more people disputing Wills every year, our specialist Wills solicitors suggest you take legal advice early to avoid financial and familial stress later.

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Read more on How to prevent will disputes

Impact of ISG’s collapse on social housing sector

News
Construction solicitors
Lewis Evans, solicitor, looks at the collapse of ISG and the potential impact on the social housing sector.

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Read more on Impact of ISG’s collapse on social housing sector

Inheritance tax planning and lasting powers of attorney

News
A property and finance lasting power of attorney (LPA) confers extensive powers on the attorney to deal with the financial affairs of the person granting the LPA (the donor).

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Read more on Inheritance tax planning and lasting powers of attorney

Inheritance tax planning in uncertain times

News
Wills & probate solicitors
In this article we look at how to carry out inheritance tax (IHT) planning in a way that is timely and does not lead to an unwelcome amount of immediate financial detriment.

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Read more on Inheritance tax planning in uncertain times

Intestacy and unexpected Inheritance tax bills

Wills & probate solicitors
Insights
Our inheritance tax specialists examine the inheritance tax bills some families may face if their loved one died without a Will. Contact an IHT solicitor on 0800 652 8025 for a free initial consultation. Offices in Birmingham, Bristol, Cardiff, London, Manchester, Southampton & Taunton.

Read more on Intestacy and unexpected Inheritance tax bills
Read more on Intestacy and unexpected Inheritance tax bills

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