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Podcast

Death & Taxes – and everything in between!

In this podcast series, we discuss the latest developments and issues facing private clients and their advisers
22 November 2024

Legal update

A promise is a promise - lifetime agreement removes testamentary freedom

A promise to make a Will favouring children of a deceased’s first marriage has been held by the court to create a binding obligation, removing the deceased’s testamentary freedom
25 July 2023

Legal update

Fraudulent calumny and poisoning a testator’s mind

The court has set aside a Will because the testator’s mind had been poisoned against one child in favour of another
02 November 2022

Legal update

Property letting - over-egging an IHT Business Property Relief claim

A recent case has considered whether Business Property Relief for Inheritance Tax was available on serviced apartments.

06 October 2022

Publication

A guide to moving to the UK

This guide summarises the key issues for wealthy individuals looking to relocate to the UK, including UK immigration and tax law and how to plan your move
10 May 2022

Press release

Burges Salmon Private Wealth lawyers named in Spear's annual rankings

Partners Sarah Hoskinson and Jim Aveline have been named in Spear’s 2021 rankings of the top private client advisers and service providers to HNWs
02 August 2021

Press release

Burges Salmon secures double shortlisting at STEP Private Client Awards

The firm’s Private Wealth team has been recognised in two categories at STEP’s 2021/22 industry awards
09 July 2021

Event

Webinar on demand: In conversation with Sir Edward Troup

On 6 October 2020, we were joined by Sir Edward Troup, who gave an insider’s view of possible tax changes affecting Private Wealth

14 October 2020

Press release

Burges Salmon associate recognised in STEP Excellence Awards 2020

Helen MacLeod, associate in the firm’s Private Client Services team, achieved one of the highest scores in the STEP Advanced Certificate
01 July 2020

Legal update

When is a farmhouse not a farmhouse?

Reassurance for farmers concerned that Inheritance Tax relief might not be available due to low level farming activities in the years prior to their deaths

17 January 2020

Legal update

The Office of Tax Simplification publish second report on simplifying inheritance tax

The OTS has suggested significant inheritance tax reforms, focusing on interactions of IHT with CGT, Agricultural Property Relief and Business Property Relief, and Lifetime gifts
08 July 2019

Legal update

A tax payer victory – Business Property Relief success

Having succeeded in a claim for Business Property Relief on a horse livery business at the First Tier Tribunal, Mrs Vigne’s executor has now succeeded at appeal in the Upper Tribunal.
13 December 2018
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Events and webinars

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