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
Victory for Veuve Clicquot in dispute over its distinctive orange labels
Corks were surely popping at the HQ of MHCS after the Court's decision that Veuve Clicquot's labels had been infringed.
Time for resilience, reflection and re-building focus
Although estate planning may not be your first focus at this time, the current circumstances offer a time for reflection.
Grounded? ‘Exceptional circumstances’ and the UK tax residence test
HMRC have updated their guidance on the UK’s Statutory Residence Test in light of the temporary grounding of individuals due to Covid-19.