Has HMRC called time on Inheritance Tax planning?

Has HMRC called time on Inheritance Tax planning?

18 January 2018

Clients intending to carry out Inheritance Tax (IHT) planning in relation to their assets should consider completing their planning ahead of the 1 April 2018 changes to the DOTAS Regulations, as they apply to IHT. The Disclosure of Tax Avoidance Schemes (DOTAS) regime is not new but, to date, its application to IHT has been relatively limited.  Not any more.  When it applies, the DOTAS regime requires advisers to notify HMRC of their client’s IHT planning and to provide their client with the number HMRC gives them for that planning.  Of course, this gives HMRC notice of the planning...

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Capital Gains Tax and offshore trusts: match fit for April 2018?

Capital Gains Tax and offshore trusts: match fit for April 2018?

14 December 2017

The UK’s Autumn Budget contained a welcome lack of new... Read more

The best Christmas present for your family: a discretionary trust?

The best Christmas present for your family: a discretionary trust?

30 November 2017

It’s beginning to look a lot like Christmas out there, as... Read more

UK tax compliance is getting strict with non-doms

UK tax compliance is getting strict with non-doms

16 November 2017

To those of us who spend our working hours musing on tax... Read more

Guest blog: Home Office ‘illegal migrant’ crackdown to threaten bank clients

Guest blog: Home Office ‘illegal migrant’ crackdown to threaten bank clients

2 November 2017

Banks are to be expected to police over 70 million accounts... Read more

A new look for The Wealth Lawyer UK

26 October 2017

We’ve given our Private Wealth blog, written by partner Helena Luckhurst and team, a refresh! Discover bite sized legal briefings on the UK wealth structuring, asset protection and tax issues affecting your HNW clients, every fortnight. And now you can register to receive briefings by email.

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Legal 500 ranks Fladgate’s private client team

26 October 2017

Fladgate LLP is delighted that its private client team has been ranked for ‘personal tax, trusts and probate’ in the recently launched 2017 edition of the Legal 500 Guide to the UK Legal Profession. Editorial states: Matthew Bennett heads the department at Fladgate LLP, and advises UK and foreign nationals and their families on the […]

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Trustee beneficial ownership reporting obligations: technical guidance issued

19 October 2017

Trustees of most UK and foreign trusts which are liable to pay UK Income Tax (IT), Capital Gains Tax (CGT) or Inheritance Tax (IHT), among others, in any given UK tax year, must now report beneficial ownership details to HMRC in relation to that tax year. This is part of the UK’s response to the […]

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We are an internationally focused law firm that combines a genuinely partner-led, commercial approach with legal expertise to help clients achieve their goals.

From our base in central London, we help a wide range of private clients to realise their goals and protect and preserve their assets.

Our private wealth team specialises in advising on all aspects of wealth structuring and wealth transfer. We support family offices, families, entrepreneurs and property owners, both in the UK and internationally, in identifying and then implementing the arrangements that best suit their individual needs. We have particular strength in supporting our clients with the tax planning implications of wealth planning, including structuring the purchase of UK real estate.

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