Blog Archives

Trusts for business owners

Posted on June 5, 2019 by Alice Heathfield

For clients who own trading businesses, trusts can be useful succession and tax planning vehicles to ensure the preservation of our clients’ wealth.  For example, it may be possible to transfer shares in a business into a trust free from …

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Trusts for future generations

Posted on June 5, 2019 by Alice Heathfield

Where clients wish to provide for their children and grandchildren (e.g. for the provision of school fees), it can be prudent to create a trust of up to the available inheritance tax allowance (known as the nil rate band). There …

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Peter Daniel

Posted on April 24, 2019 by Alice Heathfield
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Q&A: My father has left his home to me and my siblings. What will it cost to buy out my siblings?

Posted on April 18, 2019 by Alice Heathfield

Stamp duty land tax (SDLT) will most likely be payable if you buy out your siblings’ shares of your father’s property. For example, if the home is worth £1m and your siblings’ shares total £750,000, the liability would be £27,500. …

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John Saner

Posted on April 18, 2019 by Alice Heathfield
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Roger Woolfe

Posted on April 18, 2019 by Alice Heathfield
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Charlie Fowler

Posted on April 18, 2019 by Christopher Wilsher
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Aidan Grant

Posted on April 18, 2019 by Annalise Wheeler
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Daniel Simon

Posted on April 18, 2019 by Alice Heathfield
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Taking tax online?

Posted on November 28, 2018 by Alice Heathfield

The Office for Tax Simplification has released its first report on how HMRC’s process of collecting inheritance tax could be improved by simplifying forms and making more of the process digital. These are the sorts of changes that might not …

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