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    Article Category

    Monthly Archive for: "January, 2010"

    Going Mobile

    January 26, 2010

    So you have your office IT all set up but what about when you are out and about?

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      Costs in Contentious & Non-contentious Probate & IPFD Act 1975 – Part 2

      January 21, 2010

      Following on from Part 1 (published in December 2009), Part 2 lists more precedents and principles to help recover the maximum amount of costs.

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        The nutty problem of contingent pecuniary legacies

        January 19, 2010

        An interesting recent thread on the Trust Discussion Forum reveals how easy it is to do what the client asks and believe you have drafted a simple clause which will do precisely what the client [...]

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          Putting it all together – how to make it all happen!

          January 10, 2010

          Let me ask you a seemingly ridiculous question that has nothing to do with marketing private client services. There are three birds sitting on a fence, two of them decide to fly away; how many [...]

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            The end of conflict in Europe?

            January 8, 2010

            An update on the Draft EU Regulation on Succession. The origins of a European instrument to govern mutual recognition of succession across the EU first appeared in 1998. There followed an [...]

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              Protecting farms post a flurry of IHT cases

              January 6, 2010

              Farms and Estates are worth substantial sums of money which could result in large amounts of future inheritance tax liabilities (formerly known as “death duties”). The Tax Office is trying to [...]

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                Discounted Gift Trusts (Part I): The Tax Savings and The Tax Costs

                January 4, 2010

                For well over a decade discounted gift trusts have enabled thousands of clients to make Potentially Exempt Transfers (and latterly Chargeable Lifetime Transfers (CLTs)) while retaining a regular [...]

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