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
A decade later…the protocol of amendment to the double taxation agreement between Switzerland and the United States is finally entering into force
The protocol of amendment to the double taxation agreement between Switzerland and the United States is finally entering into force.
Legislation from an Ivory Tower: Tax Consequences of the Ivory Act 2018
An overview of tax consequences of the Ivory Act 2018