Tax planning and trusts

Client Guide: Use of Discretionary Trusts

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A guide to the reasons why it may not be desirable to leave assets directly to a beneficiary on your death. More …

Client Guide: Principal Duties of a Trustee

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On accepting a position as a trustee, a person must be aware of the duties imposed on him by the trust deed and by statute. The following is a non-exhaustive overview of the principal duties of a trustee. More …

Client Guide: Discretionary Trusts

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The discretionary trust is a very flexible form of trust. More …

Client Guide: Gifts

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Often bequeathing a gift doesn't achieve the intended aims and can have some unhappy unforeseen consequences. More …

Client Guide: Inheritance Tax - the use of lifetime exemptions

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In considering tax planning, clients often overlook the lifetime exemptions available for Inheritance Tax (IHT). They may seem small, but used wisely each year significant tax savings can result. More …

Client Guide: Providing for your children and grand children

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Your guide to providing provisions for your children and grand-children. More …

Client Guide: Making a Will

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We provide a guide to making a Will - answering those frequently asked questions. More …

Client Guide: Inheritance provision

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Blake Morgan's Guide to Inheritance (Provision for Family and Dependants) Act 1975. More …

Client Guide: Domicile

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Blake Morgan's client guide to Domicile. More …

Client Guide: Deeds of variation

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A guide to Deeds of variation from our Wills, Probate, Tax and Trusts team. More …