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
Wealth Matters - Summer 2018
Welcome to the Summer 2018 edition of Wealth Matters, our regular update on contemporary legal issues for the Private Wealth sector.
The Corrections: taxpayers required to address errors in offshore tax reporting by 30 September 2018 or face stringent new penalties
HMRC now have a nuclear legislative weapon against offshore non-compliance, in the form of the ‘requirement to correct’ (RTC) legislation.
Automatic disqualification: the rules change on 1 August 2018
Charities should have systems in place to check whether any of their trustees or senior managers will now be disqualified.