Tax planning, wills and wealth restructuring publications
To view articles that have been written by our private client team please follow the links. If you would like more information on a particular topic please contact the author. Articles are in pdf format which can be viewed using Acrobat Reader. If you do not have Acrobat Reader, you can download it here.
Wealth Matters - February 2010
“ It requires a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it... read more
Inform: Private Client - December 2009
The Pre-Budget Report (PBR) announced by the Chancellor last week caught the public's attention for the 50% tax on banker bonuses and a rise in National Insurance contributions, but was otherwise relatively quiet in terms of changes to personal taxation... read more
Trustees and the 50% income tax rate
Charles Hutton looks at the new 50% rate of income tax above£150,000 for individuals from 6 April 2010... read more
This article was first published in Speechly Bircham's Inbrief publication (December 2009)
Inform: Private Client - November 2009
Deadlines loom large for wealthy individuals, their advisers and trustees in relation to UK tax... read more
Moving to the UK for the non-domiciliary
Mark Summers and Alice Neilan look at what the changes brought in by the Finance Act 2008 and the budget mean for non UK domiciliaries living in the UK...read more
This article was first published in Private Business (March 2009)
Keeping your eye on the ball – insolvent estates
If you are a personal representative (PR) of an insolvent estate, there are certain steps you must take to ensure you are not personally liable. Neville Hayman investigates...read more
This article was first published in Speechly Bircham's Inbrief publication (March 2009)
Where there's a will there's a way
Richard Kirby, Head of Private Client looks at the issue of tax relief and how IHT can be reduced on non-business assets...read more
This article was first published by FT Advisor (February 2009)
I'm a Non-Dom get me out of here
Catherine Dineen looks at the UK tax regime and the effects the new £30,000 charge has on non-UK domiciliaries...read more
This article was first published on Trust World website (December 2008)
Controlled estate planning without a trust
Mark Summers and Lisa-Jane Fawcett look at ways wealthy families can pass assets down through their family in a tax efficient manner...read more
This article was first published in Speechly Bircham's Inbrief publication (November 2008)
Indian investing
Charles Gothard and Sanjvee Shah consider the main issues that can arise when planning for Indian investments or advising Indian clients...read more
This article was first published in STEP Journal (October 2008)
Time and incapacity wait for no man (or his money)
Helena Luckhurst discusses how lasting powers of attorney can be used to future-proof wealth...read more
This article was first published in New Model Adviser magazine (September 2008)
Saving inheritance tax: Wealth Protector wills
Charles Hutton examines the good news for married couples, with the inheritance tax-free band now being transferable...read more
This article was first published in Speechly Bircham's Inbrief brochure (July 2008)
Wealth Matters - July 2008
The latest issue discusses how to put in place a good pre-nuptial agreement, how using your will to save money under the new tax regime and the new Wealth Protector wills scheme...read more
Credit where credits due
Mark Summers and Louisa Mannooch consider the creditability of the UK GBP30,000 non-dom charge...read more
This article was first published in the STEP Journal USA Supplement (issue 6), a supplement of the STEP Journal, the magazine of the Society of Trust and Estate Practitioners, with a readership of over 24,500 practitioners and key regulatory, government and industry figures (June 2008)
The non-doms tax debate
Alison Broadberry looks at the changes due to take place on 6 April following the Budget 2008...read more
This article was first published in Investor magazine (April 2008)
Planning to India
Charles Gothard and Sanjvee Shah examine tax and succession planning issues for wealthy individuals and families...read more
This article was first published by Private Client Practitioner (February 2008)