We regularly produce legal briefings, newsletters, practice leaflets, books and brochures on a wide range of topics.

Please browse the most recent publications below, or use the Core Area and/or Publication Type filters on the left.


Publications: Private Client

Page 2 of 4 (18 results )

Budget 2015 Update

The Chancellor produced his final budget before the election yesterday. In one of the longer budget speeches for some time, the Chancellor discussed the economic outlook, based on stronger growth and improving unemployment statistics. Much of the detail had been leaked prior to the speech, so there were few surprises. Some of the key changes for private individuals include the reduction in the lifetime allowance for pensions, the planned abolition of the annual tax return and improved flexibility in the way in which ISAs can be used.

(Publication Date: Thu 19 Mar 2015)

Inheritance Tax Efficient Drafting of Wills

Discusses factors to be considered when drafting wills to be inheritance tax efficient.

(Publication Date: Wed 19 Nov 2014)

Estate Planning - An Investment

Arguably, your will is the single most important document you will sign during your life but estate planning can sometimes we overlooked. This Briefing considers the importance of this and the services we can offer you.

(Publication Date: Wed 19 Nov 2014)

Variation of Wills and other Post-Death Arrangements

This briefing looks at the topic of “post-death re-arrangements” in respect of wills which can be made within two years after death and can enhance the Inheritance Tax efficiency of the deceased person's financial affairs. The Private Client Department at Winckworth Sherwood has years of experience in this sometimes complicated matter and can advise on all aspects of estate planning.

(Publication Date: Thu 30 Oct 2014)

Dwelling on a bankrupt’s house: issues with probate and s283A Insolvency Act 1986

Looks at issues that need to be considered by the trustee in bankruptcy in relation to probate and section 283A Insolvency Act 1986.

(Publication Date: Fri 24 Oct 2014)

Page 2 of 4 (18 results )

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