Blog Archives

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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Can I gift my holiday home or rental property to my children

Posted on January 24, 2022 by Molly Jones

Transferring ownership of property from parent to child in the UK The principal tax to consider when making gifts is inheritance tax (IHT). The gift of a property will be a ‘potentially exempt transfer’. If you survive the gift for …

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What gifting options do non-domiciliaries have?

Posted on January 24, 2022 by Molly Jones

What is a non-dom? A non-dom is someone who is neither domiciled nor deemed-domiciled in the UK. Broadly, a person’s domicile is the place they consider to be their permanent home. Your domicile of origin is your father’s domicile when …

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Gifts with international elements

Posted on December 10, 2021 by Molly Jones

When considering making lifetime gifts, international elements can complicate matters. The international dimension may arise because you have assets in foreign jurisdictions or because you are resident or otherwise subject to tax in another country.  In such circumstances, it is crucial …

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What are the tax implications of being the Bank of Mum and Dad?

Posted on November 30, 2021 by Molly Jones

My husband has recently retired and we are ready to plan the next stage of our lives. Our first decision is to sell our historic but rambling country home and downsize to something more manageable. Once we have bought a …

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US tax changes could be imminent

Posted on November 23, 2021 by Molly Jones

The US House Committee on Ways and Means has proposed a raft of US tax changes intended to help fund the new administration’s grand infrastructure programme. Contained within the proposals are significant changes to some key estate planning tools that …

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