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
Property Professionals: Strategic Land Tax Time Bomb
This episode looks at all things tax.
Transfer of a property in Switzerland on the death of the owner abroad
The steps to take abroad and in Switzerland to enable the heirs to whom the property is vested to transfer it in their favour, to sell it.
Capital Gains Tax: Cutting through the speculation
Join us as we discuss current speculation and client reaction in relation to capital taxes.
Expansion of the UK Trust Register: Implications for Non-UK Resident Trustees
The government’s final proposals for the expansion of the UK Trust Register were finally laid before Parliament last week.