Useful Resources

You may have clients who have built up substantial portfolios of investment properties which have been transferred into a limited company.

21 January 2023

Denise Brewster & Lenny McMullan had lived together for ten years. On Christmas Eve 2009 they became engaged to marry and two days later Mr McMullan died.

21 January 2023

Unlike in many European countries, your clients have complete freedom when making their Will to include and exclude whoever they wish.

21 January 2023

In this article we look at what happens on the death of the person who has set up the gift and loan plan (the donor).

19 January 2023

If you are contemplating a second marriage, we advise re-writing your will to protect your assets. In this article, we outline the legal considerations.

15 January 2023

Nrbts were frequently included in Wills made before 2007 in order to use the inheritance tax nil rate band of each of a married couple.

14 January 2023

Many of your clients may own second homes abroad, with France and Spain being popular locations.

12 January 2023

Executors are required within one year of a deceased’s death to submit to HMRC valuations of all the assets in the deceased’s estate.

12 January 2023

We look at the nature of the relationship between investment advisers and their clients and the duties and obligations that flow from this.

9 January 2023

Trustees can be forgiven for becoming a little weary at the blitz of regulation that has come their way in recent years.

8 January 2023

Letters of wishes (LoWs) are commonly used in private client legal practice, usually in conjunction with Wills or trusts.

7 January 2023