Latest News

17th September 2018

Reasons why your client may require a Trust

If you ask your client if they want to create a trust you will receive varied responses: for example, ‘It’s a good way to save tax’.  According to research the main reasons why people want to create a trust is to control the assets: for example, to prevent children from gaining access to money before […]

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11th September 2018

Gift of Property between Spouses

Gift of Property between Spouses We look at making a Gift of Property between Spouses in the case study below. Lifetime gifts can have complications. You need to understand the differences that occur when a mortgage is involved or no David and Sammy David and Sammy have been married for 5 years ago and have […]

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13th August 2018

How Stamp Duty Land Tax affects the purchase of residential property for trusts

How does Stamp Duty Land Tax affect the purchase of residential property for trusts? A common question which arises when considering the purchase of properties where trusts are involved relates to Stamp Duty Land Tax (SDLT), following the introduction in 2016 of the additional 3% SDLT charge above the standard rates for purchases of “additional […]

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13th August 2018

Lifetime Gifts

Lifetime Gifts Many people want to know whether they can give away assets in there lifetime. It is possible, however you can fall foul to inheritance tax rules which can leave complications for Executors. If done correctly, with understanding of the relevant rules and with plenty of forward thinking and planning, lifetime gifts can be […]

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