
What are Discretionary Trusts?
Discretionary trusts offer flexible support for beneficiaries. Learn about their benefits, tax implications, and why expert advice is essential.
Director in the Tax department at Price Bailey
A member of both the Chartered Institute of Taxation (CTA) and the Association of Tax Technicians (ATT), Michael has over 20 years’ experience advising on personal tax matters. A Director in Personal Tax at Price Bailey, Michael began his career at East Anglian based accountancy firm, Larking Gowen and spent fifteen years there before joining Price Bailey in 2017.
Michael specialises in advising business owners, entrepreneurs, retirees and landlords on a broad range of personal tax compliance and advisory matters.
More about Michael.
Michael is a regular contributor to content for Price Bailey, providing clients with practical insights and guidance on often complex tax matters including demystifying inheritance tax, estate planning matters, capital gains tax, income tax and understanding the real-life implications of recent tax tribunal rulings for individuals.
Some of the specialist topics that Michael has covered include Business Asset Disposal Relief (formerly entrepreneurs’ relief), expatriate tax matters, Business Property Relief and property tax.
Reflecting on his years of experience advising individuals and their families on inheritance tax (IHT) matters, Michael recently published a series of content alongside his colleagues seeking to ask some of the frequently asked questions surrounding IHT, in order to remove the stress that can often surround estate planning.
Notably, Michael is frequently quoted discussing the impacts of Spring and Autumn statement announcement for private tax clients.
Michael featured in Norfolk Voice magazine in 2014 discussing impacts of the Budget on taxpayers. Michael has also been a speaker at a number of events including the Eastern Landlord Association.
Discretionary trusts offer flexible support for beneficiaries. Learn about their benefits, tax implications, and why expert advice is essential.
Michael Morter, a Director in Price Bailey's Tax team discusses the most recent changes to Agricultural Property Relief (APR) and Business Property Relief (BPR) following a technical consultation...
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When someone dies, their estate may become liable to pay Inheritance Tax (IHT). In this blog, we explain the main payment options, what to do if funds aren’t readily available, and how upcoming proposed changes to the rules could help some families alleviate the amount of IHT due.