What’s New?

Practitioner not liable for free advice to friends

Although nothing to do with inheritance tax or capital gains tax, this is nevertheless a really interesting case where most professional advisers would instinctively feel that the original 2016 ruling was not quite right. The England and Wales High Court…
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An eye opener on Wills – A few facts

New research by Royal London reveals that 5.4 million adults without a will do not know how to begin if they were to write one. 5.4 million adults without a will would not know where to begin if they were…
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Should you be worried about the PROBATE FEE hike?

The government has recently announced substantial increases in the fee to obtain the grant needed to take control of a deceased’s estate. The new fees, payable to the probate registry and due to take effect in April 2019, amounts to…
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Get it today!!!

If you have not read ‘The Absolute Essence of Inheritance Tax Planning’ then this is probably the best time to get it for three reasons. Firstly, after just under 18 months in publication in remains an Amazon #1 Bestseller in…
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Whither Inheritance Tax? Big Changes in 2018 ???

Inheritance tax (IHT) has been around for more than 300 years. In its current form, it replaced the old Capital Transfer Tax, which had been developed with a philosophical basis – to protect the poor by deliberately redistributing inherited wealth…
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GDPR & 25th May

A very good afternoon, As you may already be aware, new digital privacy regulations will be introduced on 25th May relating to General Data Protection (GDPR). I need your consent to send you email communications, particularly those relating to my…
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