Anticipated Changes to Private Wealth & Inheritance Following Election Results
July 26, 2024Following the recent election results, it is expected there will be significant change to Private Wealth and Inheritance, to reflect…
The King’s Speech: Bills, Policies, Pensions, Wealth & Tax Raids?
July 25, 2024On the 17 July 2024, the streets of London were graced by his Majesty the King, in all the usual…
Buying a Holiday Home – The Tax Considerations
May 21, 2024As the sun begins to peak its way through the clouds, dreamers begin to consider the potential of investing in…
The Importance of a Will
April 25, 2024In this podcast, Isabella Milnes-James is joined by Natasha Lawrance and Mark Aldridge, Paralegals in the Private Wealth and Inheritance…
Navigating Deputyship Applications and the Court of Protection
January 5, 2024When individuals lose the capacity to make decisions for themselves, the appointment of a deputy becomes essential to safeguard their…
Vulnerable Persons Trusts: How could it help?
December 21, 2023A Vulnerable Persons Trust (VPT) is a type of Trust established for the benefit of a vulnerable beneficiary.
Navigating the Festive Season: Gifting and Tax consequences
November 21, 2023Christmas is the season of giving, but what many may not be aware of are the potential tax consequences associated…
A Brief Guide to Agricultural Property Relief
October 20, 2023Agricultural Property Relief is a Tax Planning mechanism available to farmers and landowners to make the transfer of farming land…
What is a cross-border Estate?
October 11, 2023When an individual dies, their assets and liabilities are calculated as at the date they died, this is known as…
Why our Private Wealth Solicitors work with Financial Advisors
March 28, 2023A Private Wealth Solicitor and a Financial Advisor may both provide estate planning services, yet our services are different.