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
Tim Maxwell and Rudy Capildeo write for STEP Journal on the nuances of UK artists' estates and how to manage them
Rich pickings for HMRC? The new UK tax rules on “property-rich companies”
The scope of UK tax for non-residents has been extended to catch gains on disposals of interests in “property-rich companies”.
Non-resident CGT changes re UK real estate: the beginning of the end, or the end of the beginning?
Further changes to the taxation of UK real estate have been made, with effect from 6 April 2019.