Tag Archives: Inheritance Tax Planning

The Chancellor’s Autumn Statement: U-Turn on Settlement Nil Rate Band

Following yesterday’s Autumn Statement, the government has dropped plans to introduce a single settlement nil rate band to be shared between all trusts set up by a settlor in lifetime or on death. Under current rules, an individual can establish … Continue reading

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Change to Intestacy Rules | More Provision for Surviving Spouse or Partner

As of 1st October 2014, changes to the Intestacy rules came into force. This follows the enactment of the Inheritance and Trustees Powers Act 2014, the principle behind the previous rules have stood since 1925. What has changed? The new … Continue reading

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Inheritance Tax Relief | Important Aspects to Consider at Tax Year-End

My area of specialism means that I constantly look to let my clients know when they should be looking at specific areas of their personal and financial planning. In this instance, I thought it would be helpful for you if … Continue reading

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Why It Is Important To Choose A Solicitor Who Is A Member of STEP

What is STEP? STEP is a worldwide professional association for practitioners who deal with inheritance tax, succession planning and trusts. Why is STEP important? Inheritance tax, succession planning and trusts is a vast area of law; in order to provide … Continue reading

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The Importance of Drafting a Will and The Impact on You and Your Family

People do not like thinking about death and the effects it has on those they leave behind, but it is something that comes to us all eventually. It is natural that you should wish to determine where your property and … Continue reading

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