‘Land Succession for the NextGen: Land and Estate Disputes’ webinar with Paula Steele by ThoughtLeaders4
Webinar organised by Thought Leaders 4 Private Client.
In this session, we explored strategies to safeguard a family’s legacy and navigating complex land and estate disputes.
The panellists covered points on:
- Succession issues on land when it comes to common law and civil law rules on heirship
- Are families moving away from primogeniture?
- The future of Balfour Structures
- The use of life insurance programmes to enable smooth transfers
Other Insights
‘Such is life’ by Paula Steele in STEP Journal
It has been ten years since the UK’s Retail Distribution Review (RDR) was implemented, which changed the landscape for life insurance policies significantly. Many clients are unaware of what their policies provide and/or can do. [...]
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding purposes. Despite their undoubted benefits sometimes contentious situations may arise prompting trustees to consider terminating [...]
‘The Crucial Role of Women in Private Client Industry Growth’ by Alex Gibson-Watt published in IFA Magazine
The theme of this year’s International Women’s Day was to ‘inspire inclusion.’ In today’s rapidly evolving business landscape, as an industry we are increasingly realising the significance of diversity and inclusivity, with a particular emphasis [...]