Blog
Keeping the peace at Christmas – top tips for shared parenting over the festive season
Lauren Evans
30 September 2024
Budget predictions: Protect your wealth before it is too late
This has been one of the most anticipated / dreaded budgets for some time, with clear noises coming from Rachel Reeves that she is going to tax wealth. This has led to panic amongst anyone with investments, cash, valuable property, businesses and pensions. What does it mean for them and what should they do before the budget?
25 September 2024
Family Investment Company vs Trusts
Family trusts have always been a traditional feature of estate planning, a well-known means of passing on wealth to the next generation and potentially reducing Inheritance Tax (“IHT”) on an estate. However, Family Investment Companies (“FIC”) have become increasingly more attractive over the last 10 years because of their structure and tax advantages. In the meantime, we have seen the popularity of trusts decline, perhaps due to their archaic nature, negative press coverage and a less sympathetic tax regime for trusts. Are FICs the new Trusts or is there room or both?
2 September 2024
Will a UK Lasting Power of Attorney (“LPA”) be recognised in France?
As so many families that we advise now live across several countries, and particularly in France, we regularly get asked whether Lasting Powers of Attorney made in the UK and registered with the Office of the Public Guardian can be recognised in France.
23 July 2024
Issues with accessing bank accounts as a Deputy
I recently appeared as a guest on Radio 4’s Money Box, with Paul Lewis, discussing the issues faced by deputies when trying to access and manage bank accounts for those who lack capacity.
19 June 2024
Legislative tax changes to consider before crossing the Atlantic
Historically, Americans have been some of the most significant users of the remittance basis of taxation, but this may soon become redundant if the Tories get re-elected. So how will the proposed tax reforms relating to non-domiciled individuals who have or are considering making a move from the US?
