Heirs and Affairs, the podcast from Clarke Willmott’s Private Client team.
Clarke Willmott’s private client experts delve into the intricacies of, and find solutions to, complex wills, inheritance tax, trusts, and planning.
Helping you to support your clients both domestic and international to save tax and protect assets for their families.
Find out more at https://www.clarkewillmott.com/
In this episode of "Heirs and Affairs," Vikki Shamond and Emma Pope from the Private Client team at Clarke Willmott delve into the crucial aspects and common pitfalls of estate administration.
Whether you’re preparing a will, considering who you might select as an executor, acting as an executor, or managing estate matters, this discussion offers valuable insights to avoid costly mistakes and ensure smooth estate handling.
Key topics covered:
The broad scope and process of estate administration
Common pitfalls: delays, misidentification of assets, and tax issues
The importance of proper record keeping and dealing with HMRC
Duties and responsibilities of personal representatives
Strategies for handling missing beneficiaries and lost wills
The significance of storing wills correctly and updating executor information
How to navigate inheritance tax allowances and reliefs
The implications of trusts, deeds of variation, and recent HMRC reforms like TRS.
To find out more visit https://www.clarkewillmott.com
17 Mar 2026
Cross Border Issues in Estate Administration
In this episode of Heirs and Affairs, Lauren Smart and Jeremy Bourke from the Clarke Willmott probate team explore the complexities of managing estates that span multiple jurisdictions.
Whether you're an individual planning your estate or an executor handling international assets, this episode offers critical insights to help navigate assets, beneficiaries or tax liabilities spread across international boundaries.
Key Topics Covered:
How the applicable law is determined based on domicile and residence status
The benefits and pitfalls of having multiple wills across jurisdictions.
Critical tax considerations in cross-border estate planning
Challenges when dealing with international assets including shares, properties, and digital assets.
The importance of choosing the right executors and the value of a joined-up estate plan
The impact of language barriers, legal differences, and procedural delays across borders
Tips for estate planning to streamline probate and reduce costs
For more information visit www.clarkewillmott.com
12 Aug 2025
Nuptial Agreements for Farming Families
Join Tom Chiffers and Holly Smith in this episode of the Heirs and Affairs podcast from Clarke Willmott, as they explore how nuptial agreements aren’t just for Hollywood marriages, they can protect the assets of farming families.
Holly, a family law expert, clarifies misconceptions around nuptial agreements and explains the important role they can play in preserving generational wealth.
Essential listening for anyone with an interest in modern estate planning.
15 May 2025
Lifetime Trusts for Farming Families
In this episode, Tom Chiffers and David Maddock discuss the intricacies of trusts, particularly focusing on lifetime trusts for farmers and landowners.
They discuss the fundamentals of trusts, their uses in asset protection, and the implications of recent changes in inheritance tax legislation.
The conversation also covers capital gains tax considerations and the role of discretionary trusts in estate planning.
The episode wraps up with a discussion on the flexibility and strategic advantages that trusts offer in achieving your financial goals.
15 May 2025
Succession Planning for Farming Families
In this episode of the Clarke Willmott Farming Heirs and Affairs Podcast, Tom Chiffers and Philip Whitcomb discuss the critical topic of succession planning for farming families, especially in light of recent changes in inheritance tax legislation.
They cover the importance of effective communication among family members and advisors, and the various tax implications that arise during the succession planning process.
The conversation also covers recent changes in inheritance tax rules, the relevance of capital gains tax, and the advantages of different business structures for farming families. Finally, they provide practical tips for initiating and managing the succession planning process effectively.
12 Dec 2024
Trusts Untangled
Trusts expert Carol Hawking and Georgia Collier from Clarke Willmott untangle the complexities of trusts, revealing the importance of reviewing trust documents and understanding trustee powers.
12 Dec 2024
Afterlife Edits: the Art of Rewriting Wills
Georgia Collier joins Carol Hawking once again to discuss Deeds of Variation, which allow individuals to change the terms of someone's will after their death.
They explain the timing issues involved and the various reasons that someone might want to enter into a deed of variation, from faulty wills, tax planning, loan plans, asset protection, and diverting assets to different people.
They also discuss the use of trusts and property discounting, and highlight the vital importance of proper documentation and seeking professional advice when considering a Deed of Variation.
To find out more, visit https://www.clarkewillmott.com/
Podcast Authority Score: 2 / 100
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