Related insights: Private Wealth

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Do more with your money: Why you need a Will

15 Aug 2023
In an interview with True Potential, Susan Maxey, Legal Director at Womble Bond Dickinson Private Wealth, explains why writing a Will is an essential part of financial planning and how to ensure you have covered everything you need.
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Future-proofing your digital life

24 Jul 2023
When a person dies one of the responsibilities of their personal representatives (PR) is to complete an inheritance tax return and pay any inheritance tax due (IHT). To work out how much IHT to pay, the PR must calculate the value of the estate at the date of death by adding together the assets and deducting any liabilities. When it comes to digital assets, valuing them is tricky as determining their worth is not a straightforward task.
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French property update

24 Jul 2023
Under English law, a testator has testamentary freedom. This means that a person making a Will is entitled to leave their estate to whomever they want. It is a fundamental right and one often confirmed in judgments by the courts in cases of dispute.
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Budget 2023 Comment: Everything, Everywhere, Enterprise, Employment, EIS, Energy costs and (err) a big giveaway for pensions

16 Mar 2023
Wednesday marked the first Spring Budget for Chancellor Jeremy Hunt following his Autumn Statement last November. He built it around four 'Es'.

With mild echoes of the ill-fated mini-Budget under Prime Minister Liz Truss and Chancellor Kwasi Kwarteng, albeit with less than that full-splurge agenda, plus full OBR input and prior consultation on many if not all policy changes, this was a pro-growth budget. Hence, given some improved news on the public finances, there were measures aimed at incentivising business investment ("Enterprise"), keeping people in work ("Employment"), announcement of phased changes to support working families with early years education and wrapround childcare, that having been identified as an important supply-side reform ("Education") and initiatives to address geographic disparities in the UK ("Everywhere").

WBD leads on major land sale to Redrow Homes Southern Counties

12 Jan 2023
Law firm Womble Bond Dickinson (WBD) has advised a longstanding client and private landowner on the sale of a large plot of land in Gillingham, Dorset, to UK housebuilder Redrow Homes Southern Counties. The sale is believed to be the largest land transaction completed in Dorset for many years.
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End of tax year checklist

30 Nov 2022
Given recent tax changes, making the most of the planning opportunities available in the current 2022/23 tax year is, therefore, all the more important. With this in mind, this article outlines a non-exhaustive five point tax year end checklist which should help ensure you don’t miss out.