Private Client Issues – March 2019


Posted by Helen Bunker, 14th March 2019
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Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. Insight and advice on developments affecting private individuals.

Seven ways in which to minimise your Inheritance Tax bill

There are many advantages to good tax planning such as passing on wealth to the next generation and being able to see for yourself how it can positively affect their lives during your lifetime.

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How your attorney may be able to deal with more than just your own affairs

When granting someone a power of attorney you are giving them the right to deal with your own affairs.  However a recent case shows that in certain circumstances where you lose capacity your attorney may also be able to substitute you.

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Too derelict to be a dwelling

In a recently decided First Tier Tribunal case, P N Bewley Ltd escaped the higher rates of stamp duty land tax (SDLT) on the purchase of a dilapidated bungalow which it bought for demolition and redevelopment.  We explore in more detail.

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Welcome relief for tenants as the Tenant Fees Act is signed into law

In a move likely to impact anyone involved in the private rental sector, Parliament has enacted a bill known as the Tenant Fees Act 2019 which marks the end of the majority of upfront fees charged by landlords and letting agents in England.

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What is adultery?

It is perhaps not necessary to define adultery as it is commonly used! Interestingly however, the legal definition and use of adultery is complex once considered carefully. Our expert looks in more detail.

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BM Life Stages Series

Our lawyers understand that, for many of our clients, their business and personal affairs overlap. BM Life Stages is a series of research led reports that shine a light on the complexities of modern life and explore a range of issues from modern families to starting up a business and protecting your assets. This month we complete our reports with ‘Future-proofing your legacy’….

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22 March - Ben Coulson
My colleague Stephanie Walls has recently written a very interesting article about a dispute between two step-sisters over inheritance following the death of their parents. The unfortunate set of circumstances highlights... Read More

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16 July - Kim Efford
The Guardianship (Missing Persons) Act 2017 (GMPA 2017) received Royal Assent on 27 April 2017 and came into force in England and Wales on 31 July 2019.  This new law,... Read More