Wealth Management Update

19 / 01 / 2016

Victoria Mahon de Palacios, a senior associate in the Private Client Team, summarises recent developments in the wealth management industry, including the upcoming changes to the taxation of non-domiciliaries and the new residence nil-rate band for inheritance tax – two of the most significant news items in the industry in 2015.

Victoria also covers the introduction of the European Succession Regulation (known as Brussels IV) and its importance to those with holiday homes and other assets in the EU, developments in the mental capacity sphere, and a recent and well-publicised Will dispute case.

This Wealth Management Update was first published in the Solicitors Journal (www.solicitorsjournal.com) on 20 October 2015 and is reproduced with kind permission.

Wealth Management Update – A time for change

For more information on any of the topics covered in this Update, please contact Victoria Mahon de Palacios, or your usual Wedlake Bell adviser.