Continue reading "Tax planning: It’s good to give"
This post is only available to members.
Tax planning: It’s good to give
Timothy Sherwin considers tax-efficient planning for attorneys under lasting powers of attorney ‘The starting point for assessing the reasonableness of any gift is that attorneys are in a fiduciary position in respect of P, and so must act in a manner appropriate to a fiduciary, including by avoiding self-dealing and conflicts of interest.’ Attorneys under …
Cases Referenced
Cases in bold have further reading - click to view related articles.