18 January 2018Clients 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...
14 December 2017
The UK’s Autumn Budget contained a welcome lack of new... Read more
30 November 2017
It’s beginning to look a lot like Christmas out there, as... Read more
2 November 2017
Banks are to be expected to police over 70 million accounts... Read more
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.
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 […]
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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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.