Two countries separated by a common language: US/UK estate planning with trusts
This document outlines how the UK may have a different tax treatment of US living trusts
and how the UK concept of domicile may give rise to UK tax in unexpected ways.
Published 16 December 2022
UK/USA TAX & ESTATE PLANNING
GUIDE
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HMRC v Wilkes Approved Judgement 07.12.2022
A PDF copy of the Court of Appeal’s judgment.
Published 7 December 2022
TAX DISPUTES & INVESTIGATIONS
BROCHURE
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Private Wealth services
An overview of our Private Wealth services for individuals and families based in the UK and overseas.
Published 24 November 2022
PRIVATE WEALTH
BROCHURE
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Hong Kong (British nationals overseas visa) UK immigration guide
Curious about the new Hong Kong BN(O) Visa and how this can apply to you? Find out more in our Hong Kong BN(O) Visa UK immigration guide.
Published 3 October 2022
IMMIGRATION
GUIDE
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Coming to the UK visa categories – Individual guide
Considering a move to the UK? This guide covers all the different visa options available to individuals for a worry-free relocation.
Published 30 September 2022
IMMIGRATION
GUIDE
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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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SERVET YÖNETİMİ: BİREYLER VE AİLELER İÇİN KİŞİYE ÖZEL HİZMET
Turkish Language | An overview of our Private Wealth services for individuals and families based in the UK and overseas.
Published 13 December 2021
INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING
BROCHURE
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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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Deeds of Variation: A Case Study
A case study of how a deed of variation, if completed within two years of the date of death, can “change the narrative” of a will and/or the distribution of an estate generally to put the beneficiaries in a better position.
Published 16 June 2021
PROBATE
GUIDE
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Valuations of Art: An overview
When administering an estate, the deceased’s personal possessions can often present challenges, both in terms of the disagreements among family members over sentimental items and valuing unique works of art or antiques. This guide explains more.
Published 6 April 2021
PROBATE
GUIDE
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STAMP DUTY LAND TAX FOR NON-RESIDENT BUYERS
A helpful guide outlining the key aspects of the surcharge that was introduced on 1 April 2021.
Published 1 April 2021
RESIDENTIAL PROPERTY
GUIDE
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Cross-Border Estate Administration
Estates with cross-border aspects can present various complexities to be navigated. This guide provides an overview of the key issues and why it can be prudent to seek advice before proceeding.
Published 25 March 2021
PROBATE
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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Inheritance Act Claims: An overview
If a deceased’s Will fails to make adequate provision for someone who falls within certain categories, the Inheritance Act 1975 may permit them to successfully claim part of the deceased’s estate. This guide explains more.
Published 6 March 2021
CONTENTIOUS TRUSTS & PROBATE
GUIDE
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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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A Question of Capacity
This guide, A Question of Capacity, outlines key points for consideration to ensure business owners put their businesses in the best position possible in the event of your incapacity.
Published 25 November 2020
COMMERCIAL & WILLS AND SUCCESSION PLANNING
GUIDE
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