Buy-to-let properties and inheritance tax planning – case study
News
Partner Philip Whitcomb and Partner Jacqui Lazare discuss the various options available for people who have a property portfolio and want to mitigate their tax bill. Jacqui and Philip use three case study examples to explain the various options.
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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.
Read more on Inheritance tax planning in uncertain times
How to increase the effectiveness of your lasting power of attorney
Insights
Lasting powers of attorney (LPAs) are vitally important documents: they give someone power to make decisions about your financial affairs, or to make decisions in relation to your personal welfare, after you lose capacity.
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Intestacy rules change but co-habiting partners still lose out
Insights
The position of both co-habitants and surviving spouses can be protected, and unplanned for inheritance tax bills avoided, by drawing up a Will rather than relying on “the one size fits all” provisions laid down by the intestacy rules.
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With almost 30 years legal and tax experience, Claire is a Partner in the Private Capital team specialising in tax, trust and estate planning for individuals, business owners and trustees including in the context of high and ultra-high value estates, complex family scenarios and tricky trust issues.
Television drama has been a necessary diversion during these endless winter weeks of lockdown but a series currently showing on Sunday evenings has provided a useful case study in what not to do if you wish to ensure your family is taken care of following your sudden death.
Read more on “I always told him he needed a good lawyer”
