Disclaimer

Useful Downloads

Please feel free to download the following documents which we have made available for your information. Please note that, where indicated, some documents are not intended for use by private clients or prospective clients.

PDF

Budget 2010 Newsletter

Our full budget bulletin this year covers all of the main Pre-Budget Report proposed changes and all of the Budget changes and adjustments so that you have our view of the latest position on what we believe to be the main areas of interest.

PDF

Slideshow Presentation: Elderly Client Matters - Advanced Session

18/06/2009: FOR SOLICITOR USE ONLY: A copy of the slides used in our CPD Training Session.

PDF

Elderly Client Matters - Advanced Session - Technical Notes

18/06/2009: FOR SOLICITOR USE ONLY: Supporting Background Information in conjunction with our CPD Training Session.

PDF

Elderly Client Matters - Advanced Session - Additional Notes and Weblinks

18/06/2009: FOR SOLICITOR USE ONLY: Supporting Background Information in conjunction with our CPD Training Session.

PDF

Elderly Client Matters - Advanced Session - Care Home Contracts Article

18/06/2009: FOR SOLICITOR USE ONLY: Supporting Background Information in conjunction with our CPD Training Session.

Powerpoint

Powerpoint Presentation: Elderly Client Matters - Intermediate Session

15/05/2009: FOR SOLICITOR USE ONLY: A copy of the slides used in our CPD Training Session.

Word

Elderly Client Matters - Intermediate Session: Technical Notes

15/05/2009: FOR SOLICITOR USE ONLY: Supporting Background Information in conjunction with our CPD Training Session.

PDF

Budget Bulletin 2009

Our full budget bulletin this year covers all of the main Pre-Budget Report proposed changes and all of the Budget changes and adjustments so that you have our view of the latest position on what we believe to be the main areas of interest.

Powerpoint

Powerpoint Presentation: Venture Capital Trusts and Spousal By-Pass Trusts

26/02/2009: FOR SOLICITOR OR ACCOUNTANT USE ONLY: A copy of the slides used in our CPD Training Session.

PDF

Venture Capital Trusts: Technical Notes

26/02/2009: FOR SOLICITOR OR ACCOUNTANT USE ONLY: Supporting Background Information in conjunction with our CPD Training Session.

Powerpoint

Powerpoint Presentation: IHT Planning using DGTs and EISs

15/01/2009: FOR SOLICITOR USE ONLY: A copy of the slides used in our CPD Training Session.

PDF

IHT Planning using Discounted Gift Trusts

15/01/2009: FOR SOLICITOR USE ONLY: Supporting Background Information in conjunction with our CPD Training Session.

PDF

Pre Budget Report 2008

25/11/2008: This year’s Pre-Budget Report was less a “curtain raiser” for the Budget in 2009 and more an emergency budget to deal with the current economic crisis and to set tax policies for years into the future.

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North Laine Financial Management Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 446522