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      • Danbury Office
        • 01245 226444
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        • 01621 852323
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Local knowledge, city expertise

Private Client

Tax and Financial Planning

  • What is Taxable? With the Government seeing fit to make HM Revenue and Customs a payer of benefits (pension credit etc.) as well as a collector of taxes, it is no wonder that people are becoming confused as to which sources of income are taxable and which are not. It is...
  • Fiscal Help for your Student Children If you have children going away to university there are money saving options worth considering, if you are in a position to take advantage of them. The cost of accommodation is a financial burden for any student. If you can provide funds to buy a home near...
  • Funding Care in Later Life   Under the changes proposed in the Care Act 2014, which received the Royal Assent in May 2014 and which came into effect in April 2016, the funding of elderly care has changed significantly. There is a factsheet available from the Government...
  • How Inheritance Tax Works Inheritance Tax (IHT) is paid on your estate when you die and also when money is transferred into some trust funds. Some other transfers during one’s lifetime may also be subject to IHT. The first £325,000 (2019/20 rates) of the estate is exempt...
  • Should I Buy To Let? Property prices have risen substantially for many years in the UK, with the occasional drop in values in times of recession. The long-term reliability of property investment (which, of course is not a guarantee of future price growth) plus the negligible...
  • Warning for Holders of US Assets If you hold assets in the USA, you should be aware of an issue that has started to arise in estates in which there are US shareholdings, especially where these are managed by brokers in the US. The US Internal Revenue Service (IRS) requires that any estate...
  • Pension Flexibility - Basics   There has been a great deal of publicity about recent changes in the law relating to pensions and their uses. The changes are comprehensive and change the tax position significantly and also the uses which can be made of pension funds. With...
  • HMRC Guidance on Tax Residence Following changes in the tax legislation governing the income tax payable by non-domiciliaries, and some relevant tax cases, HM Revenue and Customs (HMRC) have updated their guidance on tax residence and domicile . This replaces the old guidance, which was...
  • Are You a Sophisticated Investor? In March 2005, the rules relating to approaching people regarding financial promotions were relaxed so that so called ‘sophisticated investors’ and high net worth individuals (HNWIs) could be more easily approached with a view to making...
  • Enterprise Investment Schemes: EIS and SEIS Successive governments have recognised that the spirit of entrepreneurialism, though deeply ingrained in the UK’s culture, is not really very well supported by the financial institutions. In an attempt to provide more ready access to investment capital...
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Latest News

Running a Business from Home? Are You Sure You're Allowed To?

2023-01-30 00:00
Read more

Latest News

You Are Entitled to Rely on Ostensibly Competent Professional Tax Advice

2023-01-17 00:00
When it comes to tax matters, there is a tendency for fiscally inexperienced people to simply sign whatever documents their accountants put in front of them. That can be a risky approach but, as a First-tier Tribunal (FTT) ruling showed, there is often an...
Read more

Mortgage Brokers' Duties Come Under Analysis in Guideline Ruling

2022-12-28 00:00
To what extent are mortgage brokers required to consider the security or otherwise of underlying investments that their clients hope will, in due course, repay a loan? The High Court considered that burning issue in the case of a couple whose foray into...
Read more

Football Match Attendance Proves Pivotal in UK Residency Tax Dispute

2022-12-13 00:00
In order to establish that you have become a non-UK resident for tax purposes, you need to show a change in the pattern of your life amounting to a real loosening of your ties to this country. A wealthy businessman who failed to pass that test had reason to...
Read more

Trading Via a Company - Fitness Coach Faces COVID-19 Grants Clawback

2022-11-18 00:00
Conducting your trade through the medium of a limited company can bring tax and other benefits. However, as a case concerning the clawback of COVID-19 support grants paid to a fitness coach showed , it can also have disadvantages, not all of which can be...
Read more

Parental Contributions to Children's Businesses - Legal Certainty is Priceless

2022-10-26 00:00
It is commonplace for parents to put their hands in their pockets to help their children set up in business. As a High Court ruling in a bitterly contested inheritance case showed , however, a failure to formally document the precise legal basis on which...
Read more
  • Get in touch
      • phone
      • Danbury Office
        • 01245 226444
      • phone
      • Maldon Office
        • 01621 852323
      • phone
      • Tiptree Office
        • 01621 819019
      • phone
      • Witham Office
        • 01376 512338

Bronwyn Turner Testimonials

  • Please pass on my thanks to Amanda for all the work she has done for me. More than satisfied, a lovely service, impressive treatment, most grateful.

    Dr M Hamilton

  • We were delighted with all aspects of the service of our house purchase. Thank you so much for your help Gemma.

    Mrs R J Bradley

  • Please pass on a special thank you to Simon Fothergill at Maldon for all the conveyancing activity he has worked on in the process of settling my fathers estate. At times this has been rather challenging yet he has remained rock solid and reliable at all times. I couldn't have asked for any more.

    Mr M Allen

  • Very, very pleased with how Gemma and Zoe helped on a difficult purchase.

    Mr M P Scales

  • Thank you Amanda for all your efforts and committed support during what has clearly been a very tough time for us both, it is truly appreciated.

    Mr M Allen

  • It was an absolutely first class service.

    Mr R and Mrs G Yates

Mr L Tiye and Miss C Talbot

  • Just wanted to take a minute to say how grateful we both are for having you as our solicitor. You have been great from start to finish and made our journey so easy and stress free. We will be recommending you to all future family and friends.
  • Case Studies

    Farm Reorganisation

    2018-01-11 11:58
    Read more

    Succession Planning

    2018-01-11 11:53
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    Restructuring

    2018-01-11 11:36
    Read more
    Read More

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    Meet The Team

    Our people are our greatest assets.

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    Accreditations

    • Lexel
    • ACQ5
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    © Copyright Bright & Sons (Solicitors) Limited
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    Registered office: West House, West Square, Maldon, Essex  CM9 6HA.  Registered in England & Wales no 8373641.
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