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Charles Calkin
Introduce your children to your wealth manager
...Letters of wishes formalising discussions made with your family and adviser ensure not just that your intentions are carried out by the executors of your estate but that they are clear....
February 21, 2023
Charles Calkin
Financial planning in the twilight zone
...When you die, the executors of your estate apply for probate — the legal right to distribute your assets....
August 23, 2022
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Your QuestionsLucy Warwick-Ching
Can I reclaim IHT paid on a share portfolio?
...A claim can usually only be made by the “appropriate person” who settles the inheritance tax, usually the executor or administrator of the estate....
July 14, 2022
House & Home
The high-end retirement homes aimed at wealthy boomers
...After living in Sloane Square, widower Robert Norbury decided to buy a flat there in December, primarily for peace of mind....
September 23, 2021
Charles Calkin
Can equity release help children and grandchildren climb the property ladder?
...Paying back the debt On death, the executors of your estate will generally have a grace period of six to 12 months to sell your property and settle the outstanding loan....
May 27, 2021
Charles Calkin
A 10-step ‘wealth workout’
...Are you still in touch with your executors? If you planned to leave between 4 and 10 per cent of your net estate to charity, consider lifting it to 10 per cent....
June 3, 2020
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
FT SeriesBest of FT Money 2019
From Facebook and iTunes to cryptocurrencies — what happens to your digital assets when you die?
...Secure passwords Passwords are the key to helping your executors and relatives manage your estate after your death, ranging from those for social media accounts and email accounts to retail accounts such...
November 22, 2019
HTSI
Menswear special: the new power dressing, 2020 style
...New York-based Alessandro Pallaoro, the managing director of global real-estate firm Bizzi & Partners Development, says his power look eschews logos entirely....
March 17, 2020
FT Books Essay
Death is not the end: the lucrative world of literary estates
...Sun by Kingsley Amis, written under the name Robert Markham....
July 26, 2019
UK tax
Inheritance tax: what does the future hold?
...[Under the current rules] there is no inheritance tax due to the spousal exemption,” says James Ward, head of private client at Kingsley Napley....
July 11, 2019
Due Diligence
The hedge fund winners and losers of 2019 Premium content
...Brookfield Asset Management, the Canadian asset manager and one of the world’s largest real estate investors, is also interested....
January 10, 2020
Europe holidays
A place to think: Wittgenstein’s Norwegian retreat opens to visitors
...At the time of that initial visit, Pichler was trying to persuade the executors of Wittgenstein’s literary estate to authorise a project to establish a machine-readable edition of all his unpublished writings...
September 6, 2019
Q&AYour Questions
Should I tell HMRC about my house in Greece?
...Your executors would need to report the property to HMRC in their inheritance tax return, as it would form part of your worldwide estate which is subject to inheritance tax....
April 2, 2019
Lindsay Cook
It’s time to take your partner on a financial date night
...The executor then becomes responsible for the deceased’s estate. The trade body also warns spouses not to share their personal identification numbers and other passwords....
January 25, 2019
Due Diligence
The Apollo exec who turned out to be a moonlighter Premium content
...TPL trustee Maurice Meyer III died at age 84 in March leaving a rare empty spot on the board....
May 2, 2019
FT Live
Business of Art
Market shifts and future growth
Monday, 7 October180 Studios, London, UK
UK arts
Norwich to host pioneering display of stained glass
...He is the executor of the estates of both Francis Bacon, the artist, and Zaha Hadid, the late architect....
June 11, 2018
FT SeriesBooks of the Year 2017
Best books of 2017: Science fiction and Crime
...Science fiction by James Lovegrove Sea of Rust, by C Robert Cargill, Gollancz, RRP£14.99 After the machines rise up and humankind is exterminated, the world remains as corrupt as it ever was....
December 1, 2017
Due Diligence
Saudi Aramco’s not-so-humble brag Premium content
...HG, a private equity group behind some of the largest tech buyouts in Europe, has also appointed Ben Meyer, formerly of Temasek; and Gero Wittemann, formerly of CVC; to co-head its New York office....
April 2, 2019
Tax
Investors take Aim at inheritance tax savings
...On its own, an investor’s death does not trigger any investment-based action directly — as with any investment, it is owned by the estate and the executors must decide what to do with it according to the...
August 4, 2017
US midterm elections
US midterm elections: key results and highlights
...Additional reporting by James Politi and Kadhim Shubber in Washington, Greg Meyer and Josh Chaffin in New Jersey, Kiran Stacey in Virginia, Lindsay Fortado in Pennsylvania, and Hudson Lockett in Hong Kong...
November 7, 2018
Inheritance
Court ruling will make it harder for adult children to challenge wills
...“The purpose of the Inheritance Act was to make reasonable financial provisions so, while reducing the amount, still granting Ms Ilott part of her mother’s estate keeps the door open for other cases of a...
March 17, 2017
Visual Arts
Wilde portrait returns to UK for first time in a century
...It was later owned by Robert Ross, Wilde’s former lover and the executor of his will, before departing for the US....
December 13, 2016
UK tax
Inheritance tax and the Dukes of Westminster
...Executors for the fourth duke’s estate successfully argued that wounds incurred during the second world war meant that the £4m fortune should be exempt on the grounds that Colonel Gerald Hugh Grosvenor passed...
August 10, 2016
Your QuestionsNaomi Rovnick
Should we sell or rent our £900,000 home?
...Try to minimise the value of the rest of your estate so as not to pay IHT on assets other than the property....
October 25, 2016
Life & Arts
How an artist’s legacy became big business
...Yet following the artist’s death, and that of his wife Mary Alice a few months later, the executors did indeed break up Rothko’s estate, selling a large part of it to the Marlborough Gallery at extremely...
August 26, 2016

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