Private Client Issues - September 2016

Posted by Helen Bunker on
Welcome to this month's edition of Private Client Issues, Blake Morgan's monthly round-up of the topics you may find of interest.


Post Brexit: Living, working or owning property in the EU

Are you one of the Brits who live, work and/or own assets in the EU? Although the UK has voted to Brexit, when it comes to administering your estate you could still be impacted by EU Regulations. Blake Morgan reveals how.

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Stamp Duty Land Tax 3% surcharge ‘Replacement of only or main residence’ and the three-year rules

Many house buyers are struggling to get to grips with the new 3% surcharge of SDLT on additional homes, causing a great amount of uncertainty as to whether to pay or not pay the charge. One area of confusion is the exception from the charge where transactions involve replacing the buyer’s only or main residence and the three year rules. Blake Morgan looks at how the charge would apply in five different scenarios.

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How to plan your estate in the style of the Duke of Westminster

News reports on the death of the Duke of Westminster have been accompanied by many headlines accusing him of avoiding a hefty inheritance tax bill. But should we take issue with legitimate tax planning? Blake Morgan looks at how the Duke's estate was planned and why his aspiration to become a beef farmer goes some way to explaining the tax structuring.

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Unmarried cohabiting couples – watch out for verbal agreements

A Court case has found that a verbal agreement made by a cohabiting couple was legally binding. The Ely v Robson (2016) case should act as a reminder to couples who are unmarried but live together, to be careful about what they say with regards to how they own their property, as it can cause disputes down the line if the agreement isn’t documented. Blake Morgan reviews the case.

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If you are impacted by any of the above topics or you would like further information on how we can help you, please contact your usual Blake Morgan adviser. 

About the Author

Helen is a Partner and specialises in Private Law based in our London office.

Helen Bunker
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020 7014 5246

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