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

Slideshow Presentation: Trustee Investment Update

12/01/2012: FOR SOLICITOR USE ONLY: A copy of the slides used in our CPD Training Session.

Powerpoint

Slideshow Presentation: The Use of Business Property Relief in Estate Planning Matters

20/10/2011: FOR SOLICITOR USE ONLY: A copy of the slides used in our CPD Training Session.

Word

Business Property Relief Technical Notes

20/10/2011: FOR SOLICITOR USE ONLY: Supporting Background Information in conjunction with our CPD Training Session.

PDF

Budget 2011 Newsletter

Our full budget bulletin covers all of the main 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.

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.

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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