Lifetime Giving Handbook A guide to lifetime giving and inheritance tax
We have prepared a handbook to answer the most pressing and common lifetime giving questions and issues including; giving property to the next generation, gifts to vulnerable individuals, how best to fulfil an individual’s philanthropic ambitions, foreign gifts and the tax benefits associated with gifts of art.
Published 22 February 2022
TAX & ESTATE PLANNING & UK TRUSTS, TAX AND ESTATE PLANNING
GUIDE
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Lifetime Giving | Trusts and School Fees A guide to tax efficient arrangements
Many families contend with paying school fees running into hundreds of thousands of pounds per child over the course of their education. This guide examines some tax efficient arrangements that other family members (typically grandparents) can use to contribute to these costs.
Published 1 November 2021
PRIVATE WEALTH & TAX & ESTATE PLANNING & UK TRUSTS, TAX AND ESTATE PLANNING
GUIDE
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Coronavirus: tax and estate planning tips
Important tax and estate planning tips individuals should be thinking about during and in the aftermath of the coronavirus pandemic.
Published 19 March 2021
UK TRUSTS, TAX AND ESTATE PLANNING
CHECKLIST
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Lasting powers of attorney
A guide on making an LPA covering everything you need to know when considering giving another person certain authority to make decisions, in circumstances where you no longer have the mental capacity to do so on your own.
Published 8 December 2020
UK TRUSTS, TAX AND ESTATE PLANNING
GUIDE
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How are your cryptoassets taxed?
Guidance for individuals who hold cryptoassets, explaining what taxes they may need to pay, and what records they need to keep. Also included is information for businesses and companies about the tax treatment of cryptoasset transactions.
Published 1 November 2020
UK TRUSTS, TAX AND ESTATE PLANNING
GUIDE
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Decrypting a digital world
An overview of some of the key areas of interest in relation to cryptoassets, their legal treatment in the UK, and how they should be considered in tax and estate planning.
Published 9 October 2019
FINTECH & UK TRUSTS, TAX AND ESTATE PLANNING
GUIDE
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Why might a trust be of benefit?
A guide considering the many reasons and many circumstances where a trust might be of benefit.
Published 25 September 2019
UK TRUSTS, TAX AND ESTATE PLANNING
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