Blog
2025 in review: Under construction - Tax investigations
Krishna Mahajan
23 April 2018
Inheritance Rights of Stepchildren
Over the years, the wills and succession questions I have been asked more often than any other, concern stepchildren.
28 March 2018
The post-death data mistake you don't want to make
The majority of people today have smart phones and use the internet to blog, do online banking, pay bills, upload photographs and use social media, as well as exchange text and online messages. Personal information is often shared and uploaded onto websites and/or the cloud. This virtual presence is a global phenomenon that is set to increase with time.
1 March 2018
A renaissance for mutual wills?
Bernard and June Clark were a Thatcherite success story; they exercised their right to buy their council house and created a nest egg. Perhaps for the first time in their family history, there was something to pass on to their nearest and dearest.
26 February 2018
IHT and CGT - uncomfortable bedfellows? Don’t overlook possible Capital Gains Tax exposure in your Inheritance Tax Planning
Inheritance tax (IHT) and Capital Gains Tax (CGT) share the handle of 'capital' taxes. They have an uneasy relationship. They’re comfortable when doing their own thing; CGT a charge on capital profits, IHT a levy on the value in a deceased’s estate. But there are many occasions when they both come into play, giving both opportunities for effective planning and expensive traps for the unwary.
9 January 2018
How to ensure your funeral wishes are respected
Many people have very strong and specific wishes as to the nature and conduct of their funeral but they won’t be around to know if those wishes are carried out. Under the present law, the executors appointed under the Will have ownership of the body and are, technically, the decision makers for funeral arrangements. They are not obliged to follow any funeral wishes expressed in the Will.
