Useful Resources Archive

Protection of family wealth

Each case of this nature will be decided on its own particular facts, but this judgment illustrates that trusts can potentially protect a gift from claims from former spouses.

28 January 2023

National Family Mediation Week

Last week was National Family Mediation Week, making now an ideal time to review the alternative dispute resolution methods which can be used to assist parties who are separating to reach agreement regarding child or financial arrangements, without the need for court litigation.

27 January 2023

Private Client Webinar: Succession for Farms, Estates and Business Owners

A Private Client Webinar discussing Succession for Farms, Estates and Business Owners presented by David Maddock, Alexandra McGill, and Paul Davies

26 January 2023

Unmarried couples and protection of your clients’ property interests

If an unmarried client is intending to purchase a property with their partner it is essential that any agreement as to beneficial ownership is documented.

26 January 2023

Pension entitlements, co-habitants and death benefits

Two interesting cases were recently decided by the Pensions Ombudsman.

25 January 2023

Wills, marriage and vulnerable adults

There has been some press coverage about a particular form of financial abuse which occurs when a younger person marries an incapacitated older person.

23 January 2023

Inheritance tax and reversionary leases

The question of reversionary leases and reservation of benefit for inheritance tax purposes has come before the courts again.

23 January 2023

Consultation on taxation of life insurance policies

In considering the options for change the Government states that it wishes to tackle this problem but retain a tax deferred allowance.

22 January 2023

Lifetime gift rules cause confusion

The Law Society suggests that better information for the public might deal with some of these difficulties.

21 January 2023

Inheritance tax planning and lasting powers of attorney

A recent court of protection case involving inheritance tax planning for a large estate highlights the factors the court will take into account.

21 January 2023

Tax Tribunal’s capital gains tax decision and self-builders

The exemption from capital gains tax (CGT) that applies when selling your only and main residence is a very valuable one.

21 January 2023

Useful Resources

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