Wills, Estate Planning and Tax Publications

Surviving turbulent times – seminar to advise on protecting wealth

A seminar specifically targeted at high net worth individuals is to provide expert advice on wealth management and asset protection in the current tough economic conditions.

The Retiring Generation – Michelmores Partner speaks at prestige conference

Jonathan Riley, a private client partner at Michelmores LLP and Head of the firm’s Trusts, Tax and Succession Team, recently addressed a high profile seminar concerning ‘the retiring generation’ hosted by Berenberg Bank in Threadneedle Street, the City of London.

Court overrides Will in favour of estranged daughter

The case that has raised the eyebrows of private client lawyers this year is called Ilott v Mitson. It is said that anyone can leave their Estate to whomever they wish but does this latest case challenge the principle of testamentary freedom?

The View - Michelmores' Private Client Magazine

Our private client magazine featuring in-depth interviews with leading figures in the region and from the business community, including Sir John Banham and Sandy Nairne, Director at the National Portrait Gallery. The magazine also includes commentary on key legal issues.

Mitigating income tax through 'income shifting'

Many clients who pay income tax at the higher rate would like to know the extent to which they may transfer income to a spouse who pays income tax at a lower rate.

Qualifying for Business Property Relief

Business property relief (BPR) from inheritance tax (IHT) can reduce the value of an asset for IHT purposes by 100%. Two recent cases have considered the relief; one provides reassurance and the other a potential opportunity.

How to avoid threats to your business

You can take positive steps to protect the value of your business against the perils of divorce, death, tax and an unexpected lack of capacity to manage your affairs yourself, says Jonathan Riley.

Legacy Management for Charities

Presentation from the Michelmores' seminar in October 2009, including practical steps for legacy management, information on tax issues and advice on disputed wills