Wills and estate planning

Making a Will that's right for you

Wills and Estate Planning

Planning what will happen to your estate means your assets will be allocated to your loved ones as you’d like them to be.

Our estate planning and probate experts can help you draft a Will that makes it easier for your executors to pass on your wealth in the most tax-efficient way.

Will writing and estate planning services

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Overseas Tax News

France - UK owners of property in France who use it as a holiday home rather than their permanent residence, and in particular if they rent it out, should know that the French Tax Bill which introduced social taxes for rental income, and capital gains to non-resident individuals came into force on 18th August 2012. The succession tax allowances for individuals (eg spouse and children) inheriting French property also reduced.

Life Insurance - Qualifying Policies

On 18 June a Consultation Paper was published on this topic. The intention is to limit to £3600pa the premiums for new ‘qualifying policies’ taken out from 6 April 2013 by any individual, if the maturity proceeds are to qualify for tax free status. The tax relief may also not apply if the beneficial owner of a policy is not an individual – eg it has been placed in a Trust from which the settlor has been excluded as a beneficiary.

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