Private Client Issues – March 2026
Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private individuals.
Lifetime gifting and good record keeping
Making financial gifts is one of the best ways to potentially limit your exposure to inheritance tax. We look at lifetime gifting and the importance of good record keeping.
“Use it or lose it” by 5 April – considerations for the end of tax year 2025/26
What should you be thinking about for the end of the tax year 2025/26? We summarise some key considerations for tax planning, including annual gift allowances and CGT allowances.
When should you update your Will?
Updating your Will is important, especially following major life events and at regular intervals. Update your Will week runs from 3-9 March 2025, but how and when should you update your Will?
What is mediation and how can it help?
The concept of mediation has been in the Family Law sphere for many years, but in the aftermath of an energetic Family Mediation Week, what exactly is it, and how can it be helpful?
How should I choose a mediator?
Mediation can be an excellent forum for discussing matters following a relationship breakdown. It can be difficult to know where to start, so how do you choose a mediator?
What to expect in the first weeks after a separation
What should you do when separating? The first weeks after a separation can feel like a whirlwind. We take a look at practical tips and how legal advice can help if sought early.
What The Traitors teaches us about Family Law
What has The Traitors taught us about Family Law? We look at the lessons learnt when it comes to gathering evidence, as well as emotion and decision-making during separation.
Our teams work both from our offices and remotely and are happy to meet with you virtually, or in person where this is preferred. We have found that many clients prefer the convenience of a video meeting, whilst other prefer face to face, particularly for the first meeting.
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. You can also receive regular updates by following Blake Morgan on LinkedIn.
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