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Overview of private client compass
Gary Heynes

01 March 2018

We are delighted to launch the latest edition of private client compass. In this year’s publication and videos we present a range of common scenarios for things like succession planning, property ownership, for people in business or for international aspects of private client.

Residential landlords action needed

16 February 2018

From 6 April 2017, income tax relief restrictions for loan finance costs apply to residential landlords which, as they are phased in, will put financial pressure on many.

Mixed domicile marriages and civil partnerships – what does this mean for inheritance tax?
Sophie St John

05 February 2018

Many spouses and civil partners are under the impression that anything they give to each other is fully exempt from inheritance tax. This isn’t always the case if you’re a mixed domiciled couple.

Estate planning – could the 1956 UK / India double tax treaty provide inheritance tax relief for you?
Sophie St John

05 February 2018

Have you retained connections with India? Could the 1956 UK/India double tax treaty provide inheritance relief?

Private client

22 November 2017

The Autumn Budget held no great suprises for individual taxpayers, with a focus on entrepreurial investment and tightening anti-avoidance. It is also welcome that the chancellor continues the commitment to raise personal allowances and the starting point for paying higher rate tax.

The impact of 2016 changes to the pension annual allowance

20 October 2017

From 6 April 2016, the amount that can be contributed into an approved pension scheme each year (ie the annual allowance) for tax relief purposes has been reduced from £40,000 to just £10,000 for individuals whose ‘threshold income’ exceeds £110,000 and ‘adjusted income’ is more than £210,000 per tax year.

Private client legal services

19 October 2017

We offer assistance to individuals, their families and trustees on a wide range of legal issues relating to private clients wealth and estate planning with a particular focus on advising high net worth individuals, non-domiciled individuals and offshore trustees.

Sophie St John

Partner

Sophie heads the private client legal services offering at RSM. She deals with a wide range of legal issues relating to private clients with a particular focus on advising high net worth individuals, non-domiciled individuals and offshore trustees.

RSM appoints legal private client partner
Carolyn Brown

11 October 2017

Leading audit, tax and consulting firm RSM has appointed Sophie St John as a private client partner in its client legal services practice.

RSM named a Platinum Employer Partner by STEP
Gary Heynes

21 September 2017

Leading audit, tax and consulting firm RSM has been named as a Platinum Employer Partner by the STEP in recognition of the training and professional development opportunities it offers to its staff.

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