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Discretionary Will Trusts
Ingrid McCleave provides valuable information for financial advisers on how Discretionary Will Trusts work and the advantages they can deliver in the first instalment of her tax series.
Entrepreneurs' Relief
The budget 2020 announcements reduced the lifetime limit for gains qualifying for Entrepreneurs’ Relief from £10 million to £1 million for qualifying disposals made on or after 1 March 2020. So how do you make the most of this important relief?
Incorporation Relief
You currently run your business as a sole trader or partnership and want to know the advantages and disadvantages of incorporating that business.
Personal Will services
Trusts don't need to be frightening. Find out how you can use a trust in your Will to address very real issues such as looking after a vulnerable relative or to avoid excessive tax for unmarried couples.
For tax or trust issues requiring expert advice
Whether it is a matter of personal wealth or structuring business assets and taking income you can talk to Wellers Wealth for practical, actionable legal solutions.
It’s easy to stay in touch with tax and trust law – sign up now
Whether you are a financial advisor, legal advisor, accountant or a member of the public, tax and trust law may well impact you and open up opportunities and possibly create risks. Our regular technical newsletters explain how existing legislation works and what any changes to it may mean. To keep in the loop, sign up to receive our newsletter.