Clarke Willmott's specialist Private Client team tweeting on tax, trusts, wills, estates and other issues of interest to our clients and contacts

UK
Joined February 2014
Congratulations to Senior Associate Emma Barry, who has received excellent feedback from a client for her exceptional assistance with their Trust. The client commended her clear and insightful advice. Well done, Emma! Find out more about Emma here: bit.ly/3QIpD9J
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Join us for our next FREE webinar on Thursday 20 July at 12:00pm. Sarah Arkless and Georgia Collier will be discussing #guardianship, and the roles of #trustees. Register your place here: bit.ly/3PW0Gae
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To all our colleagues, peers and clients we hope you have a relaxing and restful bank holiday Monday. Our offices will be closed on Monday 29 May. #CWLife
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CW Private client team retweeted
Join us for the next session in our series of Private Client webinars on Thursday 18 May at 12:00pm. Hosted by Partner Paul Davies and Solicitor Ben Tasker from our @CWPrivateClient team. Register here: bit.ly/40Mcf5I
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The spring edition of our Wealth, Health and Inheritance Briefing is here! In this edition, the team look at whether your clients could benefit from migrating their offshore trust to the UK. Read more here: bit.ly/4321DSD
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Litigation Paralegal Ellie Bond explains what the Inheritance (Provisions for Family and Dependants) Act 1975 is and why the courts can be given the power to re-distribute an estate for children that are not provided for on the will. Read more here: bit.ly/3lU1S1q
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The winter edition of our Wealth, Health and Inheritance Briefing is here! In this edition, our team discuss the new process that is underway for modernising Lasting Powers of Attorney & much more! Read more: bit.ly/3GF9Kdf
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We're looking for a Lifetime #EstatePlanning Specialist Solicitor to join us in #Bristol. We hold consistent top tier rankings in the @thelegal500 & @ChambersGuides & have a high-net-worth client base. Read more bit.ly/3PHlKiK
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Have you done all your #ChristmasShopping yet? If you’re thinking about making gifts on behalf of family members for whom you hold a power of attorney our team have put together helpful points to think about bit.ly/3G4cthB
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Join us on Thursday 17 Nov at 12:00pm for the next session in our series of @CWPrivateClient webinars. Join our expert panel for this litigation special which will give advice on what to look out for in potentially difficult situations. Register here: bit.ly/3FFmbah
Join us on Thursday 17 Nov at 12:00pm for the next session in our series of @CWPrivateClient webinars. Join our expert panel for this litigation special which will give advice on what to look out for in potentially difficult situations. Register here: bit.ly/3FFmbah
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Do you know what to look out for in a well-drafted Will? In a recent case concerning a £100 million estate and a £100 Will, insufficient records made by the solicitor led to the #Will being deemed invalid when challenged in court. bit.ly/3W2JAIC
Chair of the @ManLawSoc’s Private Client Committee, Rebecca Clarke, leads the way for a series of free lunchtime webinars taking place throughout October. Find out more & book your place: bit.ly/3UDHNZw #PrivateClientMonth
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We’re delighted to announce the next session in our series of webinars. We’ll be joined by an expert panel including Rebecca Clarke from our team and Emily Finn from our @CWFamilyLaw team. Find out more bit.ly/3PqUenY
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Our team are back with the next session in our series of webinars. The team will advise on what to look out for in potentially difficult situations by explaining a dynastic approach to #familywealth protection. To register your interest click here:bit.ly/3dAJWnV
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A great read below ⬇️
5 myths about inheritance tax Read the article here ➡️ loom.ly/-Y08Kec Written by Krista Lomu JOIN OUR FREE NEWSLETTER BY SUBSCRIBING at pensiontimes.co.uk @ClarkeWillmott #unitedkingdom #tax #taxplanning #inheritancetax #taxseason #taxes #taxprofessional
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We're delighted that our Private Capital team have been ranked in Band 2 for Private Wealth Law by @ChambersGuides . This is a great achievement for the team and shows their fantastic skills and abilities.
We’re delighted to invite you to our next webinar on Wednesday 13 July at 12:00pm. We will discuss how you can save #tax through #estateplanning and #wills. If you would like to find out more information and register your interest click here: bit.ly/3HB9SL3
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We’re delighted to invite you to the next session in our Private Client series taking place on Wednesday 13 July at 12:00pm. If you would like to find out more information and register your interest click here bit.ly/3HB9SL3
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