Useful Resources Archive

Rebalancing generational wealth

Whilst perhaps some time ago, in 2016 the then housing minister suggested that inequality between the so-called baby boomers and the younger generation might be reduced if parents were to leave their properties to their grandchildren (rather than to their children) in their Wills.

4 March 2023

Changes to Capital Gains Tax treatment upon divorce

From 06 April 2023 the rules surrounding Capital Gains Tax (CGT) treatment upon divorce are changing.

7 February 2023

Trustees: death, incapacity and investments

It is common for investments and other financial products to be written in trust, particularly life insurance and investment bonds.

31 January 2023

Mutual Wills: should your clients have them?

Many couples draw up Wills at the same time which have identical or near-identical terms. These Wills are colloquially known as “mirror Wills”.

31 January 2023

Inheritance tax anomalies affecting businesses and farms

The Office for Tax Simplification has published a paper examining the life cycle of a business and makes recommendations to encourage growth.

31 January 2023

Update on the taxation of life insurance policies

A problem with the current rules is that they can lead to an excess charge to tax if a large withdrawal is made in the first years that the policy is held.

31 January 2023

Capital tax planning on development land disposals

The value of all land has increased substantially in recent years with average land values for undeveloped land now standing at £12000 per acre.

30 January 2023

Attorneys and investments

In making any decision on behalf of a donor, the Mental Capacity Act 2005 requires the attorney to consider what would be in the donor’s best interests.

30 January 2023

The financing of your client’s care

We look at what happens if your client moves into residential care and the finance rules affecting the funding of their care fees.

30 January 2023

The perils of probate

Banks have increased the amounts of cash that they are prepared to release without having sight of a grant of probate or letters of administration.

29 January 2023

How survivorship clauses in Wills can cause problems for your clients

It is common for Wills to contain provisions that a gift to a beneficiary will not take effect if the recipient does not survive by a stipulated period.

29 January 2023

Useful Resources

Rebalancing generational wealth

Changes to Capital Gains Tax treatment upon divorce

Trustees: death, incapacity and investments

Mutual Wills: should your clients have them?

Inheritance tax anomalies affecting businesses and farms

Update on the taxation of life insurance policies

Capital tax planning on development land disposals

Attorneys and investments

The financing of your client’s care

The perils of probate

How survivorship clauses in Wills can cause problems for your clients

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