Patricia Dillon,as surviving spouse and Personal Representative of the Estate of James Dillon | Search

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Your QuestionsLucy Warwick-Ching
Should I use the travel insurance provided by my credit card?
...In this scenario, unless the trust document says otherwise, there is provision within trust legislation for the personal representatives of a sole or last surviving trustee to appoint a replacement trustee...
March 27, 2024
Transcript
Dad died nearly a year ago: I'm still grappling with his personal finances
...And of course there’s the sort of stress of doing that while you’re grieving and trying to look after the surviving spouse, in my case, my mum....
September 26, 2023
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
FT MagazineJancis Robinson
Fourteen hours, 48 wines. Lessons from my longest-ever tasting
...In 2011, Domaine Clarence Dillon, the holding company of Prince Robert’s family’s wine-related holdings, bought Ch Tertre Daugay, an underperforming estate in St-Emilion, and extended it two years later...
June 25, 2022
Charles Calkin
Frozen tax allowances and inflation chill investors
...These tax-sheltered funds can also pass to a surviving spouse or civil partner....
June 22, 2022
Investing in funds
Neglected heirs: widows who take over the family finances
...The advice gap The death of a spouse often calls for the review of wills and estate planning as well as the business of obtaining probate....
April 22, 2022
US politics & policy
‘An inherent conflict of interest’: US officials under pressure over trading
...The Speaker’s husband, Paul Pelosi, runs Financial Leasing Services, a San Francisco-based real estate and venture capital investment firm....
January 14, 2022
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 Magazine
Inside the John Lewis nightmare
...His own “personal bugbear” is that the app won’t let shoppers track their delivery, leading to huge volumes of customer inquiries....
October 21, 2021
Tax
Probate: 10 things you should know
...If all the assets in the estate are jointly owned, these will automatically pass to the surviving co-owner (usually a spouse or civil partner)....
June 19, 2020
Your Questions
Will we inherit our mother’s house — or will our stepfather?
...’ interests from the remarriage of the surviving spouse....
August 28, 2019
Tax
Investors take Aim at inheritance tax savings
...Although you can transfer the Isa savings allowance you have built up to a surviving spouse, funds will otherwise be subject to inheritance tax as part of your wider estate — meaning that up to 40 per cent...
August 4, 2017
News in-depthTax
Budget 2017: FT experts look at what it means for you
...Currently, the legislation does not allow transfers of personal allowance on behalf of deceased spouses and civil partners, or from a surviving partner to a deceased partner....
November 24, 2017
Tax
Soaring house prices boost inheritance tax receipts
...“Raising the bar for homeowners to £1m [in the Budget last July] was a masterstroke, when in reality the chances of the surviving spouse still living in a £1m home are low. People downsize.”...
July 29, 2016
Property sector
Can I reduce the amount of IHT I pay on my inherited property?
...Therefore if you are a beneficiary of the will and received the house out of the estate, then you are unlikely to be able to claim the IHT rebate as you did not pay the tax....
July 17, 2015
Tax
True blue Summer Budget has far-reaching implications
...Estates valued above £2.35m will not receive any of the benefit, and it will be tapered away above £2m....
July 10, 2015
Investments
Who wants to be an Isa millionaire?
...This is surely the bane of the Isa investor. Ownership of a nest egg sheltered for years from income tax and capital gains may pass to a surviving spouse, but has no immunity from IHT on death....
December 4, 2015
FT Live
Infrastructure Investment in Latin America and the Caribbean
Identifying opportunities for investors and asset managers
Wednesday, 12 June237 Park Avenue, New York, NY, USA
Personal Finance
More rights for widows in intestacy revamp
...Personal property The belongings of the deceased – known as “personal chattels” – will continue to pass to the surviving spouse or civil partner....
September 26, 2014
Q&AYour Questions
Will my non-dom wife face a big IHT bill?
...I find this worrying because my wife also has non-dom status and I want to ensure that she is properly provided for and does not risk losing almost half of the estate to IHT if she survives me....
March 15, 2013
ReviewLife & Arts
Best books of 2012
...Finding Fulfilment Using Lessons from Some of the World’s Greatest Businesses, by Clayton Christensen, James Allworth and Karen Dillon, HarperCollins, RRP£9.99 One of Harvard Business School’s best-known...
December 3, 2012
ReviewLife & Arts
Pick of the crop
...Isaacson introduces us to Jobs’s personal sacrifices, successes and failures – as well as the perennial challenge of juggling work-life balance....
June 29, 2012
Tax
Best tax-efficient countries revealed in indices
...then leave all their assets to a spouse and two surviving children....
December 3, 2010
Q&AYour Questions
Wealth Questions - Will asset transfer hurt my pre-nup?
...James Austen, a solicitor at Speechly Bircham, the law firm, points out that since October 9 2007, surviving spouses have been able to utilise any unused portion of their deceased spouse’s tax-free IHT nil-rate...
July 2, 2010
ReviewLife & Arts
Nonfiction round-up
...The Rational Optimist: How Prosperity Evolves, by Matt Ridley, Fourth Estate RRP£20 Ridley saw the financial crisis up close and personal as chairman of the failed mortgage lender Northern Rock, rescued...
November 26, 2010
Personal Finance
Avoiding care costs with home switch
...If on your first wife’s death, the whole of her estate was left to you and therefore covered by the spouse exemption, then your estate can benefit from double the nil-rate band applicable at the time of...
March 27, 2009
Tax
Pre-Budget report: Reactions from the experts
...Measures such as these and the recent attack on non-doms puts this at risk and undermines the global view of the UK’s financial stability and attractiveness for business.”...
December 9, 2009
Climate change
Pre-Budget report glossary
...Back to the top Capital Gains Tax (CGT) A tax on chargeable gains of individuals, trustees and personal representatives of deceased persons....
December 1, 2009

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