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What to do after a death in England or Wales
What to do after a death in England or Wales Introduction When someone close to you dies, there are many...
Utilising Exemptions
Inheritance Tax is a considerable concern to most clients particularly when they begin the process of writing a will and...
Interpretation of Clauses
New case law has led to the Privy Council providing more guidance on the interpretation of Wills in general and...
Aristocrat’s Will challenge ends
In August 2006, Mark Birley, the founder of an aristocratic night spot in London, passed away leaving an amassed fortune...
The Family Home
The principle tax saving opportunity available to a home owner is the Capital Gains Tax (CGT) private residence exemption. A...
Business Property Relief
Most business owners are aware of the generous inheritance tax reliefs that make assets used in the business exempt, or...
Increase in Statutory Legacy
The Government has announced that spouses and civil partners are to inherit more money from their loved one’s estate if...
Liability of Trustees
The general equitable rule is that individual trustees are only liable for their own breaches of trust and not for...
Simultaneous Death IHT position
Following on from our article in May (Issue 39) on the effect on an estate of the Commorientes rule we...
Reasonable Financial Provisions
A recent decision regarding a claim under the Inheritance (Provisions for Family and Dependants) Act 1975 gives us a welcome...