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Anticipated Changes to Private Wealth & Inheritance Following Election Results

Following the recent election results, it is expected there will be significant change to Private Wealth and Inheritance, to reflect…
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The King’s Speech: Bills, Policies, Pensions, Wealth & Tax Raids?

On the 17 July 2024, the streets of London were graced by his Majesty the King, in all the usual…
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Are Lasting Powers of Attorney just for the Elderly?

Many adults mistakenly believe that Lasting Powers of Attorney (LPAs) only become necessary when they reach an older age….
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Buying a Holiday Home – The Tax Considerations

As the sun begins to peak its way through the clouds, dreamers begin to consider the potential of investing in…
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Paul O’Grady’s charitable legacy – Heartfelt Gesture or Efficient Tax Planning?

Last March, the widely loved Paul O’Grady died, leaving provisions in his Will for charities and £25,000 in respect of…
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Will your Rental Business qualify for BPR?

Business Property Relief is an important tax relief for Inheritance and Estate Tax planning. This reduction can be 50% or…
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The Importance of a Will

In this podcast, Isabella Milnes-James is joined by Natasha Lawrance and Mark Aldridge, Paralegals in the Private Wealth and Inheritance…
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Caring for your loved ones – creating an LPA

It’s that time of year again when romance is in the air, and we tend to think more fondly about…
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Navigating Deputyship Applications and the Court of Protection

When individuals lose the capacity to make decisions for themselves, the appointment of a deputy becomes essential to safeguard their…
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Vulnerable Persons Trusts: How could it help?

A Vulnerable Persons Trust (VPT) is a type of Trust established for the benefit of a vulnerable beneficiary….
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Navigating the Festive Season: Gifting and Tax consequences

Christmas is the season of giving, but what many may not be aware of are the potential tax consequences associated…
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Why should you make a Will?

When the time arrives, do you know how much difference having a Will in place can make to your loved…