菜单
我们的私人客户团队为国内和国际客户提供全方位服务。让我们帮助您守护和保存您现有及后代的财富。

You, Private Client & Tax
& Ince, in any case

我们的私人客户团队为国内和国际客户提供全方位服务。让我们帮助您守护和保存您现有及后代的财富。

我们将与您合作,为您和家人提供量身定制的解决方案。通过运用我们的行业经验、法律技能和市场经验,可使您安心托付我们代表您处理复杂的法律问题,同时在需要时为您提供专业化战略建议。

税务和信托

信托仍然是个人理财领域的一个主要特色,我们可以就信托的设立和行政审查以及如何使信托以作为您财富管理组合的一部分发挥最佳作用提供建议。

我们还可以为非英国定居的个人提供最合适的离岸信托结构,作为税务和继承方案的一部分。

遗嘱、授权书和继承方案

我们可以提供一套高度定制化的法律服务帮助您规划家庭和企业的未来。我们可以就一系列家庭财富管理事宜提供建议,包括遗嘱、持久授权书(LPA)、信托、继承税、资本利得税以及所有其他英国和国际税务相关问题。

我们根据您的具体情况提供针对性的建议,并解决您可能对自己或您的预期受益人的福祉和事务的担忧。

我们能够基于您的需求建立相应的结构,包括在出现意外或疾病的情况下,尽量减少精神生理性无行为能力的影响;保护弱势受益人;保护家庭资产在婚姻破裂时免受财务击,以及在受益人破产时保护家庭资产。我们的详细财富保全建议还包括如何减轻遗产税的信息。

持久授权书

持久授权书(LPA)是确保在您失去心智时实现愿望的最有效方式。我们的专家将指导您完成财产和财务事务性LPA以及健康和福利性LPA,以确保您的利益得到最大程度的保护。

遗嘱认证和遗产管理

我们的遗嘱认证专家能够代表您管理冗长和行政性的程序,或根据您的决定就特定方面提供建议。我们可以准备所有必要的文件,并与英国税务及海关总署(HMRC)联系,最大限度地确保顺利结账和分配资产。由于我们的客户及其资产的国际背景,我们在按要求与国外司法管辖区和我们遍布全球的各大办事处合作方面经验丰富。

有争议的信托和遗嘱认证

在管理遗产的过程中经常会出现争议。我们在根据《继承法》(家庭和受抚养人规定)处理因声称死者在其遗嘱中针对受抚养人的规定不足而产生的纠纷方面有着丰富的经验。无论您是想就遗产提出权利要求,还是您身为现有的受益人或进行遗产处置的执行人,我们都可以为您提供支持。

我们在处理复杂的国际纠纷方面拥有丰富的经验,可以提供建议以确定最佳行动方案,确保保密性和尽可能减少干扰。

信托和托管

除了为慈善机构的成立和注册提供建议外,我们还可以持续为慈善受托人提供建议。我们可以指导您如何避免承担责任和避开潜在的陷阱。我们还提供受托人和遗嘱执行人服务(不收取固定费用)。

请与我们联系并告知您的个人需求以便我们提供帮助

私人办事处服务

我们紧密合作的专业团队通过法律实践为您提供一个完整和全面的方法以管理私人事务。无论您是计划购买一艘私人游艇或喷气式飞机,还是计划举家搬迁,或子女需要进入一所新学校,需要支付水电费,或者希望就资产相关的税务问题得到建议,我们都会为您提供服务。

以下是我们部分服务的清单,请与我们联系讨论我们协助的方式

  • 搬迁
  • 产权检索、销售和租赁
  • 销售和租赁管理
  • 物业管理和闲置物业管理
  • 项目管理
  • 教育服务
  • 记账和支付账单
  • 购置和处置喷气式飞机和游艇 艺术顾问--投资/收回投资
  • 招聘

 

英士私人客户

英士私人办公室

Case Studies

Trusts established for business owner in the Middle East

The client wanted his assets to pass in accordance with Sharia law and to take steps to protect the assets from future risks, including divorce and the possible exploitation of vulnerable beneficiaries. He settled several trusts to provide for his family member in accordance with Sharia law. The trusts included protections to ensure that his wishes were met.

Future provision for a family in accordance with Sharia law

The client was concerned about how to provide for his family in accordance with Sharia law and to minimise his UK tax exposure. The trust structure that was implemented for his family allowed him to deal with both of these issues and was flexible so as to remain efficient as the family’s circumstances changed.

Planning for a family in South East Asia

We helped a family with significant worldwide business interests and who are based in South-East Asia put succession measures and divorce protection in place for their children and grandchildren.

新闻和见解— 私人客户

新闻 / Autumn Budget Statement 2022 – what does it mean for your finances?

23-11-2022 / 私人财富

The one thing we all knew before the Chancellor stood up to deliver the autumn budget on Thursday 17 November was that it would be painful – the unknown was precisely how painful.

Autumn Budget Statement 2022 – what does it mean for your finances?

新闻 / HMRC in ‘pole position’ following Bernie Ecclestone charge – a new ‘direction’ for fraud cases?

09-11-2022 /

Bernie Ecclestone, former chief executive of Formula 1, is set to face trial before Southwark Crown Court in October 2023 on a charge of fraud by false representation. The charge followed a “complex and worldwide” investigation by HMRC and relates to a Singapore Trust, which Ecclestone allegedly failed to declare for tax purposes, holding assets of an estimated £400m+. This is understood to be a substantial proportion of his net wealth, which is said to include real estate in various jurisdictions, a yacht and private planes.

HMRC in ‘pole position’ following Bernie Ecclestone charge – a new ‘direction’ for fraud cases?

新闻 / FAQs: Register of Overseas Entities – what do you need to know?

17-10-2022 / 私人财富

The Register of Overseas Entities (ROE), operated by Companies House, came into force in the UK on 1 August 2022, and forms Part 1 of the Economic Crime (Transparency and Enforcement) Act 2022 (the Act). It requires overseas incorporated legal entities that own, or seek to acquire, land or property in the UK, to register and provide information on their beneficial owners and/or managing officers.  Once registered, they must also keep the register up to date on an annual basis.  There are significant financial and criminal penalties for not complying with either the initial registration or subsequent annual update.

FAQs: Register of Overseas Entities – what do you need to know?

新闻 / Are your partnership properties being managed properly?

02-08-2022 / 私人财富, 房地产

In a recent High Court case, Procter v Procter and others [2022] EWHC 1202, the dispute related to a periodic tenancy a landlord had with three sibling tenants, where one sibling retired from the partnership.

Are your partnership properties being managed properly?

新闻 / Is a gift of property by an LPA attorney void or voidable?

03-02-2022 /

Many of us give gifts to others throughout our lives to express our love, communicate our appreciation and show that we care. However, the provisions of the Mental Capacity Act 2005 (MCA 2005) limit an attorney’s ability to make gifts, on behalf of a Donor, under a Lasting Power of Attorney (LPA). This article discusses the different types of gifts that attorneys can make, and the consequences of making gifts that go beyond the scope of their powers.

Is a gift of property by an LPA attorney void or voidable?

新闻 / Changes to probate application process and submission of inheritance tax accounts for deaths on or after 1 January 2022

28-01-2022 /

On 1 January 2022, The Inheritance Tax (Delivery of Accounts) (Excepted Estates) (Amendment) Regulations 2021 came into effect. They extended the 2004 Regulations so that the majority of non-taxpaying estates are no longer required to complete IHT forms in cases where a grant is required. The new Regulations serve to minimise the administrative burdens imposed on those dealing with IHT by reducing the reporting requirements for excepted estates and limiting the circumstances in which full inheritance tax accounts must be delivered to HMRC. The new Regulations, however, will only apply to estates or deaths that occur on or after 1 January 2022.

Changes to probate application process and submission of inheritance tax accounts for deaths on or after 1 January 2022

新闻 / Benefits of Agricultural Property Relief for farmland owners

17-01-2022 / Agriculture & Rural Affairs, 私人财富

Agricultural Property Relief (APR) can help farm landowners to mitigate tax on your estate to plan for a better future for you and your loved ones. However, understanding which reliefs can apply to your land can be a complex process.

Benefits of Agricultural Property Relief for farmland owners

新闻 / ‘Death in Paradise’: debunking adoption and inheritance rights myths in Christmas special

13-01-2022 /

Many viewers will have tuned in to watch the BBC’s Death in Paradise Christmas special. During the episode, a wealthy shipping magnate was found dead at a Christmas party, and as the story progressed, the culprit was confronted and the mystery behind the victim’s death was revealed.

‘Death in Paradise’: debunking adoption and inheritance rights myths in Christmas special

新闻 / Estate planning - now is the time to start

23-11-2021 /

The importance of estate planning is paramount. From protecting your assets, to planning your financial and personal affairs in the event of illness or death, proper estate planning ensures you, your family and your assets are protected both now and in the future. Matthew Biles, Partner and Head of Private Wealth (London) at Ince, talks in his interview with Marc Harris from BusinessTV on the importance of all things estate planning - from wills to trusts and inheritance tax planning.

Estate planning - now is the time to start

洞察力 / Managing affairs for someone else

09-04-2021 /

When an individual lacks the mental capacity to manage their own affairs due to illness or an unforeseen accident or injury, a representative/s needs to be appointed who can make decisions regarding their health, finances and property. 

Managing affairs for someone else

洞察力 / Ince Bristol's Private Client team expansion with new solicitor and trainee legal executive appointed

03-03-2021 /

Thriving international law firm Ince adds to its Bristol Private Client team with the appointment of a new associate solicitor and trainee legal executive.

Ince Bristol's Private Client team expansion with new solicitor and trainee legal executive appointed

新闻 / Ince develops Private Wealth advisory practice with appointment of new Head

11-01-2021 /

Ince is pleased to announce the appointment of Nick Rucker as Partner and Head of its Private Wealth advisory practice.

Ince develops Private Wealth advisory practice with appointment of new Head

洞察力 / Implications of forming a Civil Partnership on your Will

08-01-2020 /

Following the Supreme Court ruling in 2018, it is now legal for heterosexual couples to form a civil partnership.

Implications of forming a Civil Partnership on your Will

洞察力 / Protecting your assets with a Life Interest Trust

11-09-2019 /

Many couples are concerned about funding long-time care and having to sell their property to meet care home fees when the need for care arises.

Protecting your assets with a Life Interest Trust

洞察力 / Inheritance Dispute: What happens when a married couple die together?

21-08-2019 /

When a married couple are found dead together, who is entitled to inherit their estates?  Laura Ramos, Trainee Solicitor in Private Client, explains how the law operates in these cases.

Inheritance Dispute: What happens when a married couple die together?

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