Private client tax services - Publications

Tax factsheet: Wills

Your Will is one of the most important documents you will ever sign. The future wellbeing of your family may depend on it. A badly thought out or poorly drafted will, or no Will at all, can create lasting problems.

Tax factsheet: Guide to IHT planning

IHT is one of the nation’s most hated taxes. We can help you plan to limit your IHT exposure.

Weekly tax update - Latest issue

The Tax update provides a round-up and explanation of the latest tax issues.

If you have any questions or feedback, please get in touch with your usual Smith & Williamson contact or Richard Mannion at the email address given below.

Email Richard Mannion (Director of National Tax)
T: 020 7131 4252

Briefing note: UK resident foreign domiciliaries - taxable remittances (incorporating the Finance Bill 2009 amendments)

This Briefing Note provides a brief guide to the meaning of "remitted to the UK" (incorporating the Finance Bill 2009 amendments).

Briefing note: Finance Act 2009: Pension changes - Practical issues and planning points

Commentary on the pension tax relief changes announced as part of this year's Budget, produced in conjunction with the Financial Services team, setting out some of the practical issues and planning points that will arise. Updated for the PBR 2009 proposed adjustments.

Tax factsheet: Tax planning tips

The 50% income tax rate will be introduced on 6 April 2010 and will affect anyone with total income over £150,000. If this applies to you, there are a number of things you can do to reduce impact.

Tax factsheet: Personal tax checklist

Some planning points for individuals and trustees to consider before the end of the tax year.

Family wealth management - Winter 2009/10

In this issue: Year-end tax checklist :: Filling the 'tax gap' :: Offshore bonds - 50% tax rate could see a renaissance for these insurance policies :: Pre-Budget Report :: Tax amnesty update :: The '60%' income tax rate :: Reader's questions :: Flexible annuity options :: Investment outlook :: Pension benefit age increase :: 

Pre-Budget Report 2009 brochure - December 2009

Our full report on Alistair Darling's Pre-Budget Report 2009.

Briefing note: Furnished holiday lets

The special rules that treat furnished holiday lettings in the UK as a trade is to be extended to properties in the EEA until 05/4/10, when the special treatment will cease.

Budget 2009 brochure - 22 April 2009

This was Alistair Darling's second Budget.  Click on the link below to view our full report.

Briefing note: UK resident foreign domiciliaries - The remittance basis charge: basic facts

This briefing note covers some of the basic facts and practical issues with respect to the remittance basis charge.