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News & Insights

Our team of experts shine a spotlight on new legal developments, share their views on the impact of current affairs, and offer insights on issues that could impact you and your business.

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17 Nov 2021 People gifting property need to be careful not to fall into IHT trap

In the Daily Express, Private Wealth Partner, Geoffrey Todd highlights how hundreds of people are being unnecessarily caught out each year when passing assets along to the next generation, as the complexity of the Inheritance Tax regime means it’s very easy to make mistakes.

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31 Aug 2021 Edinburgh sees the UK’s biggest jump in inheritance tax bills – up 315% in a year

In a recent article in The Sunday Times, Partners Geoffrey Todd & Kyra Motley reflect on research showing growing inheritance tax bills by region and highlight how this trends is expected to continue over the next five years, as the Government has announced that the IHT allowance will remain at the current level until 2026.

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16 Aug 2021 LPA registrations dropped 23% in past year

Private Wealth Partner, Geoffrey Todd comments on how the the number of Lasting Powers of Attorney (LPA) registered dropped 23% in the past year from 909,000 in 2019/20 to 695,000 in 2020/21.

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15 Oct 2020 The pitfalls of US/UK tax planning – the US Living Trust

While the perception of the pitfalls of US/UK tax planning has improved since this article was first written in 2011, there remains…

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02 Oct 2020 Historic Home County pays more inheritance tax than all of Scotland

Surrey is the UK’s Inheritance Tax capital, with the county’s residents paying £259m in IHT in 2017/18*

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27 Jul 2020 Making a Will during the Covid-19 pandemic

Advances in technology have been invaluable during the lockdown brought about by coronavirus but, until recently, making a Will could not be done digitally.

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26 Jul 2020 Families moving in together in lockdown risk triggering inheritance tax bills

Elderly people who have moved back into a property during lockdown that they have previously gifted to family members…

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17 Jul 2020 Government needs to reintroduce indexation relief if it raises CGT rates

Plans to review Capital Gains Tax (CGT) have raised speculation that headline rates may be increased later this year.

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24 Apr 2020 COVID-19: inheritance planning and gifting

There could be a silver lining in the stock market crash for individuals who want to transfer assets to their dependents.

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04 Dec 2019 Increase in value of estates being inherited entirely due to house price inflation

The increase in the value of estates being inherited over the last five years is entirely due to property price inflation.

Short reads

Our experts share their insights & market view on the impact of current affairs.