WBD strengthens Private Wealth offering with new London hire
WBD has appointed Bob Savic as a Tax Consultant in the firm's London office. As well as supporting the firm's key sectors of expertise, Bob will work extensively with the Private Wealth team providing bespoke tax advice to high net worth individuals, professional and corporate trustees, as well as financial institutions and insurers.
WBD's Private Wealth team shortlisted for Citywealth's Magic Circle Awards 2019
WBD's Private Wealth team has been shortlisted for two awards at Citywealth's prestigious Magic Circle Awards 2019.
WBD advises owners of Healey Hall estate on partnership with Cripps Healey Limited
A team from WBD's Newcastle and Leeds offices has advised the Warde-Aldam family, owners of the Healey Hall estate, on the terms of a new partnership with Cripps Healey Limited (Cripps), which operates the Healey Barn wedding venue. The partnership will result in the provision of accommodation for guests of the Healey Barn venue in Healey Hall and adjacent cottages.
Inheritance Tax - The Normal Expenditure out of Income Exemption
Clients often ask us if they can give away assets without it using up their nil-rate band. Making gifts out of income is one way of doing that, but there are very strict parameters. In the note here, we take a closer look at how exemption works.
WBD's private wealth lawyer shortlisted for Citywealth's Future Leader Awards
Womble Bond Dickinson's (WBD) Newcastle-based private wealth lawyer, Katie Gosling, has been shortlisted for Associate of the Year in Citywealth's Future Leader Awards.
The awards celebrate emerging talent in the wealth management sector and support future leaders who excel at work and make an important contribution to the industry. Katie is one of only a handful of people operating outside London to make the shortlist.
With funding sources for charities being increasingly squeezed from every angle, there is no time like the present for moving your desire to give something back from an ambition into reality. Samantha Pritchard, a Managing Associate in our Charities Team discusses the way in which family giving could bridge the funding gap through the establishment of a family foundation.