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Lifetime Gifting in the United Kingdom: Opportunities and Clarifications

The Office of Tax Simplification (OTS) recently released a report on simplifying the design of UK inheritance tax (IHT). This article highlights areas where taxpayers might take advantage of existing opportunities to make...more

Resealing Foreign Grants: A Step-by-Step Primer

The process of resealing a grant of probate or letters of administration in the English courts is often required where a deceased individual held assets in England or Wales but was living in a different country. This...more

10/17/2018  /  Estate Planning , Grants , UK , Wealth Management
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