Wealth Matters - Summer 2017
Welcome to the Summer 2017 edition of Wealth Matters, our regular publication for UK-based private clients.
Wealth Matters seeks to keep you informed on a range of opportunities and developments which may be of interest to you in preserving and passing on your wealth, now and in the future.
In this edition, we look at the new inheritance tax Residence Nil Rate Band (RNRB) and how to ensure you obtain the maximum benefit from it.
We also consider legal issues for cohabiting couples, challenges to charitable gifts and the succession of family businesses.
Finally, our Back to Basics column takes a look at trusts and the role of trustees.
To read the full newsletter, please click here.
If there are topics you would like to see covered in future editions, please get in touch.
News & Insights
Mi casa es su casa: second homes and the shared ownership exemption
Estate agents across the UK are reporting a notable increase in the demand for second homes and holiday homes
Family law in Switzerland: How to protect your finances following a separation
Marriage is a contract easily concluded. However, putting an end to it may turn out more complicated and lengthy than you may think.
Untangling the UK/Swiss Knot: Wills for Swiss/UK couples
Before Heidi and Henry “settle down”, they decide to go on a free-ride skiing adventure. Do they need Wills?