Private Client Issues – April 2018


12th April 2018

Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest.

ATED – Returns are now due

The Annual Tax on Enveloped Dwellings (ATED) impacts residential properties held by corporate structures worth over £500k and this year’s return is the first year that properties need to be valued as at April 2017. Many properties will therefore require an updated valuation to ensure that they are falling into the correct band. Blake Morgan looks at how, if applicable, it could be time to review your situation in light of the changes and possible restructuring options including ‘de-enveloping’.

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Having a child through surrogacy

Surrogacy is increasingly becoming an option for starting a family for people who are unable to conceive a child themselves, but what should parties to a surrogacy arrangement be aware of before making such a life changing commitment? Blake Morgan looks at some of the key considerations.

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Digital Currencies: Issues for your Tax and Estate Planning

It’s easy to get caught up in the fast-paced world of investing in Bitcoins and other digital currency, but considering the future is also key. If you are thinking about or already hold investments in digital currency, there are a number of things to bear in mind in respect of your tax and estate planning. Blake Morgan looks at what you need to consider.

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The Importance of Granny and Grandad

A recent case heard in the Court of Appeal explored the importance of the role of grandparents in the life of a child. Blake Morgan looks at the case in more detail which brings ‘parental lineage’ into the debate.

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ISAs – not so boring after all!

Did you know that whilst ISAs are a useful lifetime tax tool, they also have tax benefits on death? ISAs have fast become one of the most popular ways to save but there are still misconceptions about how they work. Blake Morgan dispels some of the common ISA myths.

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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.

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