Probate and Will, Trust & Estate Disputes

Publish date

30 March 2023

Here for You – March 2023

Welcome to the latest ‘Here for You’. In this edition, we focus on key ways to preserve and pass on your wealth, with pieces from our Family team looking at how to protect gifts to loved ones from divorce or separation and an article from our Wills, Estate & Tax Planning team giving three top tips on planning ahead. We’re also always keen to hear your views on your biggest concerns when it comes to protecting your wealth in order to pass it on to your loved ones. We’d appreciate it if you are able to take part in our short poll on this topic – we’ll share the results (anonymously) in the next edition of ‘Here for You’.

As always, if you have any questions about these or any other topics, please don’t hesitate to get in touch.

Financial gifts to children or family members, what happens to those gifts on divorce or separation?

Many families in the current financial climate are looking at giving financial gifts to family members or their children. Helen Waite looks at how these are treated on divorce or separation and how you can protect them.

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How to plan ahead to protect your loved ones

Writing for the Wealden TimesSimon Mitchell looks at three key steps you can take in order to plan ahead to protect your loved ones.

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The Chancellor increases the appeal of pensions for estate planning in the Budget

Pensions have just become even more attractive as the Chancellor has removed the cap on the lifetime allowance in the Spring Budget. Nicola Brant explains why this is important for estate and tax planning

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Divorce leave for employees – Is this new initiative of real benefit?

What might 2023 hold for the philanthropic sector, especially in terms of succession planning? Clare Morison in our Estates, Tax & Succession team, looks at potential trends for the year ahead.

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Who is considered non-domicile and how does it impact on inheritance tax?

Sarah Crane looks at who might be considered non-domicile and the implications that this may have on inheritance tax in the UK.

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