News: July 2014

Carry On Giving: how to manage the CGT bill on gifts

31 July 2014

With asset values on the rise, many of my clients’ thoughts are turning to Inheritance Tax (IHT) planning. That can sometimes lead to thoughts about giving away assets to children in lifetime in the hope of surviving seven years. However, it seems even the best laid IHT mitigation plans can come unstuck when Capital Gains […]

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‘One man, two guvnors’: appointing deputies in the Court of Protection

17 July 2014

Since February, when the President of the Family Division and the Court of Protection issued practice guidance on the publication of Court of Protection decisions, there have been many more Court of Protection cases reported in the mainstream press. If publication of cases raises awareness among the general public of the benefit of planning for […]

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Dying without a will – the hard facts

3 July 2014

‘I really must get around to writing a will!’ I have heard that refrain from several wealthy individuals recently and it’s often easy to assume that everyone who should have a will knows that and has one. But such assumptions are dangerous. I am constantly surprised by who doesn’t have a will. However, the surprise […]

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