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Wills and inheritance planning

31 October 2024

Budget 2024 - Private Client Briefing

Please see below for our immediate thoughts on pertinent parts of the Budget affecting our client base but do let us know if you have any questions or there is anything you wish to discuss.

James Ward

12 June 2024

To give, or not to give: that is the question

If someone dies domiciled in the UK for inheritance tax (IHT) purposes (or non-domiciled but with UK assets exposed to IHT), this is a tax that cannot be ignored.

Sophie Voelcker

8 May 2024

Dying Matters Week – Let’s talk about death and Wills

It is fair to say that we as a society are not comfortable discussing death. It is daunting – you have to think about Wills, funerals, organ donations, Lasting Powers of Attorney, and care planning. You cannot escape death, but you can ensure your plans are in place. Unnerving as it is, the alternative to not talking, thinking and planning is problems and heartache for loved ones and arguments over property, assets and funerals. Wills and Lasting Powers of Attorney need to discussed more openly and acted upon.

Diva Shah

4 April 2024

French matrimonial regimes: the wide ranging impact for couples with Anglo-French connections

The concept of matrimonial regimes has become increasingly well known in England, having been a stalwart of the French marriage process for centuries. International clients and those with Anglo French connections are asking the right questions about French marriage contracts versus English prenuptial or postnuptial agreements more frequently, being more aware of the significant differences between the two and also the need for cross-border legal advice to ensure their interests are protected should they later choose to divorce.

Sophie Voelcker

19 March 2024

Relax on Grant on Credit IHT rules

With the recent Spring Budget came a relatively small update to Inheritance Tax (“IHT”) whereby applications for a ‘Grant on Credit’ no longer require Personal Representatives (“PR”) to seek commercial loans to pay IHT before they are able to apply for the Grant.

Lewis Kendall

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