Womble Bond Dickinson Private Wealth

Bond Dickinson Wealth expands Private Wealth offering following two appointments

Bond Dickinson Wealth expands Private Wealth offering following two appointments

Bond Dickinson Wealth Ltd. has expanded its Private Wealth team following the appointment of David Simpson and Damien Slattery.

Farming partnerships – simple steps to maximise inheritance tax reliefs and succession planning

Farming partnerships – simple steps to maximise inheritance tax reliefs and succession planning

However you operate as a company, how capital assets are deployed can have major implications for inheritance tax (IHT).

Powers of attorney – when did you last think about yours?

Powers of attorney – when did you last think about yours?

Enduring Powers of Attorney (EPAs) and Lasting Powers of Attorney (LPAs) are legal documents by which you appoint one or more people (attorneys) to manage your affairs.

Giving as good as you get – taking professional advice on philanthropy and positive investment

Giving as good as you get – taking professional advice on philanthropy and positive investment

Recent independent research has revealed that there is a gulf between the need for philanthropy advice and the provision of such advice by the traditional professions.

People often ask me…about agricultural property relief

People often ask me…about agricultural property relief

Is Agricultural Property Relief (APR) still relevant, and how useful it is as Inheritance Tax (IHT) relief?

Transfer tax rules for the non-citizen spouse

Transfer tax rules for the non-citizen spouse

Transferring wealth to a spouse who isn't a U.S citizen can create complex gift, estate and generation-skipping transfer tax challenges.