Heirs and Affairs
Heirs and Affairs
Podcast Description
Heirs and Affairs, the podcast from Clarke Willmott’s Private Client team.
Clarke Willmott’s private client experts delve into the intricacies of, and find solutions to, complex wills, inheritance tax, trusts, and planning.
Helping you to support your clients both domestic and international to save tax and protect assets for their families.
Find out more at https://www.clarkewillmott.com/
Podcast Insights
Content Themes
The podcast focuses on topics such as wills, inheritance tax, trust management, and asset protection. Specific episodes include 'Trusts Untangled', which addresses trust definitions and common issues, and 'Afterlife Edits: the Art of Rewriting Wills', which covers Deeds of Variation and related tax planning strategies. The show offers practical insights for both domestic and international clients navigating estate planning challenges.
Heirs and Affairs, the podcast from Clarke Willmott’s Private Client team.
Clarke Willmott’s private client experts delve into the intricacies of, and find solutions to, complex wills, inheritance tax, trusts, and planning.
Helping you to support your clients both domestic and international to save tax and protect assets for their families.
Find out more at https://www.clarkewillmott.com/
In this episode of “Heirs and Affairs,” Vikki Shamond and Emma Pope from the Private Client team at Clarke Willmott delve into the crucial aspects and common pitfalls of estate administration.
Whether you’re preparing a will, considering who you might select as an executor, acting as an executor, or managing estate matters, this discussion offers valuable insights to avoid costly mistakes and ensure smooth estate handling.
Key topics covered:
- The broad scope and process of estate administration
- Common pitfalls: delays, misidentification of assets, and tax issues
- The importance of proper record keeping and dealing with HMRC
- Duties and responsibilities of personal representatives
- Strategies for handling missing beneficiaries and lost wills
- The significance of storing wills correctly and updating executor information
- How to navigate inheritance tax allowances and reliefs
- The implications of trusts, deeds of variation, and recent HMRC reforms like TRS.
To find out more visit https://www.clarkewillmott.com
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