-
Archives
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- May 2017
- January 2017
- December 2014
- September 2014
- June 2014
-
Meta
Blog Archives
Can I make cash gifts under a power of attorney arrangement?
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 …
Tax Justice UK proposes wealth tax to raise £37 billion
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 …
Posted in Longer Reads
Leave a comment
IRAs and how they work (Part 2)
Part 2 of our latest UK/USA podcast. Senior Associate Aidan Grant is joined by Partner John Bull from Blick Rothenberg to discuss Individual Retirement Accounts (IRAs) nd break them down into three areas. They are going to discuss what are …
Posted in Podcasts
Leave a comment
IRAs and how they work (Part 1)
Senior Associate Aidan Grant is joined by Partner John Bull from Blick Rothenberg to discuss Individual Retirement Accounts (IRAs) nd break them down into three areas. They are going to discuss what are IRAs and why they are so popular …
Posted in Podcasts
Leave a comment
Lifetime Giving Handbook
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 …
Comments Off on Lifetime Giving Handbook
Gifts to Disabled and Vulnerable People
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 …
Posted in Shorter Reads
Leave a comment
Can I give my home to my children (and still live in it)?
For many people, their home is one of their most valuable assets, if not the most valuable. It is therefore an obvious candidate for lifetime estate planning. The question therefore often comes us as to whether it is possible for …
Posted in Shorter Reads
Tagged capital gains tax, estate planning, inheritance tax, lifetime giving
Leave a comment
US/UK giving
Considering the UK tax rules on lifetime gifts can be complex, but having to marry these with the corresponding US rules if the donor and/or recipient are also US taxpayers can make the task yet more difficult. A donor can …
Posted in Shorter Reads
Tagged estate tax, inheritance tax, lifetime giving, UK capital gains, UK tax rules, US income tax, US taxpayers
Leave a comment
Gifts and Lasting Powers of Attorney (“LPAs”)
Making gifts as an attorney acting under a registered LPA for property and financial affairs is fraught with difficulties and is an area which could give rise to criticism of the attorney and potentially an investigation by the Office of …
Posted in Shorter Reads
Leave a comment
Lifetime Giving | Trusts and School Fees
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 …
Comments Off on Lifetime Giving | Trusts and School Fees
