Blog Archives

Estate planning for digital assets

Posted on March 29, 2023 by Claire Tourret

Fundamentally, digital assets are the possessions you access on a digital device. These assets are normally stored online and accessed via a personal online account run by a third-party provider. How should you manage these assets?

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Planning with crypto assets

Posted on March 29, 2023 by Claire Tourret

It is increasingly important for individuals to understand how crypto assets are taxed, both in life and on death, and ensure the consideration of crypto assets in succession planning.

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Can I make cash gifts under a power of attorney arrangement?

Posted on March 28, 2023 by Claire Tourret

The “normal expenditure out of income exemption” is a tax break that allows individuals to give gifts as part of their regular spending, as long as they have enough income left to maintain their usual standard of living. Attorneys with …

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The Middle Classes and the Autumn Budget Statement: Fallback, Fail-Safe, Cash-Cow, Taxpayers

Posted on November 17, 2022 by Claire Tourret

Whatever he announced, Jeremy Hunt would have made few friends today.  His plans are easy to attack, and much harder to defend.  Most un-aligned commentators will, though, generally welcome the return to economic and fiscal normality (Brownian ‘prudence’, perhaps) inherent …

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Tax Justice UK proposes wealth tax to raise £37 billion

Posted on November 15, 2022 by Claire Tourret

TaxJustice UK proposed five steps which the new Chancellor Jeremy Hunt could take to raise this amount. The five proposed changes aim to place a greater share of the tax burden on wealth individuals. Read Partner James Austen’s thoughts on …

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Emily Malvaso

Posted on October 19, 2022 by Claire Tourret
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Cameron Crees

Posted on June 20, 2022 by Christopher Wilsher
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Spring Budget Statement 2022

Posted on March 23, 2022 by Christopher Wilsher

“To my mind, the potentially more important announcement was that of the so-called “Tax Plan*”: tax professionals have been asking the Treasury for this for years. Unfortunately, rather in common with the precipitate “income tax cut” announcement, the Tax Plan …

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Lifetime Giving Handbook

Posted on February 22, 2022 by Molly Jones

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 …

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Gifts to Disabled and Vulnerable People

Posted on January 24, 2022 by Molly Jones

When making a gift to a disabled or vulnerable person, it is not only important to consider the donor’s position but also that of the recipient of the gift. For example, an ill-considered outright gift to a disabled or vulnerable …

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