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Articles

Wills, Trusts & Estate Planning Articles

A look at the recent Budget
Financial Services
The Chancellor's Budget 2010 included little in the way of headline grabbing measures.
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Investment markets – how is 2010 shaping up?
Financial Services
John Cotton, Head of our Financial Services team, takes a look at the current situation in the investment markets.
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Despite an increase in statutory legacies there are still very good reasons to make a Will.
Financial Services
In February this year the statutory legacies payable to a surviving spouse on intestacy were increased but problems remain for the family of those who die without a Will.
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Investment markets update –a balancing act
Financial Services
John Cotton, Director of Pannone's Financial Services team looks at what's happening in the markets as they appear to be recovering and what areas we can look at as investors to gain as much as we can from the upturn...
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Trustee investment responsibilities
Financial Services
There are a number of obligations placed on trustees with regard to the monies under their control. In this article, we will try to lay out the most important of these.Under the Trustee Act 2000, there are some key responsibilities. These are:To More...
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If you have a business, good tax planning can avoid or reduce future tax liability
Financial Services
Business property relief from inheritance tax (BPR) is available to interests in trading businesses including those of sole traders. It also covers Alternative Investment Market (AIM) shares but not investment companies.
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Charitable trusts and charitable companies
Financial Services
Philanthropic individuals and business owners are showing an increasing inclination to establish charities, either on death or during their life-time. Setting up your own charity enables you to advance your chosen cause in a tax-efficient More...
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Falling asset prices and the effect on inheritance tax
Financial Services
Over the last 10 years, we have all assumed that values of assets will generally go up. As we know, that situation has radically changed.
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Investment market update
Financial Services
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A WIll at any cost?
Financial Services
Panorama report - Will writers exposed
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