Practice Notes: Financial services & Tax
Summer Budget special: A private client focus
Public would have been better served with a radical change to a flat rate of tax relief, says
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A 'quantum leap' in private wealth
During these heady times of heightened reporting standards, intergovernmental agreements and the
Early inheritance
More and more people are choosing to make lifetime gifts to their families and loved ones, but
Quistclose or not
A comparison of recent English and Jersey cases shows the different approaches which might be
Financial health warning
Wealth management practitioners must take note of new case law and legislation, some of which may
A change in gear
A resolute government, decisive policies and market sentiment will see China's equities
Insure against tax
There are several ways of reducing inheritance tax exposure, each more complicated than the
Blacklists - what do they achieve?
Given the implications which will inevitably arise from being included in a blacklist of any
A matter of luck?
Without sufficient state funding for the Care Act, those in need of care will be left counting
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