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Heirs and Affairs

Heirs and Affairs

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 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/Copyright 2024 All rights reserved. Ökonomie
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  • Lifetime Trusts for Farming Families

    Lifetime Trusts for Farming Families
    May 15 2025

    In this episode, Tom Chiffers and David Maddock discuss the intricacies of trusts, particularly focusing on lifetime trusts for farmers and landowners.

    They discuss the fundamentals of trusts, their uses in asset protection, and the implications of recent changes in inheritance tax legislation.

    The conversation also covers capital gains tax considerations and the role of discretionary trusts in estate planning.

    The episode wraps up with a discussion on the flexibility and strategic advantages that trusts offer in achieving your financial goals.
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    35 Min.
  • Succession Planning for Farming Families

    Succession Planning for Farming Families
    May 15 2025
    In this episode of the Clark Willmott Farming Heirs and Affairs Podcast, Tom Chiffers and Philip Whitcomb discuss the critical topic of succession planning for farming families, especially in light of recent changes in inheritance tax legislation. They cover the importance of effective communication among family members and advisors, and the various tax implications that arise during the succession planning process. The conversation also covers recent changes in inheritance tax rules, the relevance of capital gains tax, and the advantages of different business structures for farming families. Finally, they provide practical tips for initiating and managing the succession planning process effectively.
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    30 Min.
  • Trusts Untangled

    Trusts Untangled
    Dec 12 2024

    In this episode, Carol Hawking and Georgia Collier from Clarke Willmott discuss 'the niggly bits' in Trusts, including the definition of a trust, different types of trusts, capacity of trustees, use of trustee powers, and common issues that arise.

    The conversation covers the importance of reviewing the trust document and understanding its powers and limitations. They also discuss the role of lay trustees and the benefits of appointing professional trustees.

    Other topics covered include insurance products in trusts, changing trust provisions, tax consequences of trust actions, and the importance of keeping the letter of wishes up to date.

    To find out more, visit www.clarkewillmott.com
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    26 Min.

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