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Tax and Trust Articles

Ingrid McCleave delves deeper into Discretionary Will Trusts, examining tax treatment where a Life Interest Will Trust becomes a purely Discretionary Will Trust, the tax consequences of distributions being made from a Discretionary Will Trust within 2 years of death and what happens where trust assets are appointed out to another trust.

"Many financial advisers I work with really want to know the tax benefits of different types of trusts." Ingrid McCleave starts her explanation on Discretionary Will Trusts.

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October 2021 Budget Presentations

As a private individual or a businessperson you can benefit from these thorough examinations of the impacts of the October budget.

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IR35 Are you at risk?

Are you concerned about the new IR35 rules and how they may affect your business or subject to an HMRC investigation? Ingrid McCleave of Wellers Wealth explains what you need to look out for.

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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?

Choosing the right type of Trust

Trusts are widely regarded as a valuable tool for estate and succession planning. However to gain the full tax and control benefits they offer, you need to choose the right type of trust structure. Ingrid McCleave explains the differences between them

Understanding Income Tax

How should you structure your various sources of income and the reliefs you are entitled to in order to reduce the tax you pay.  

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.

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Investor's Relief

You currently run your business as a sole trader or partnership and want to know the advantages and disadvantages of incorporating that business.

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.

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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.