Individuals update: introducing BDB Pitmans and Individual Matters
Welcome to this special private client update and to the merged firms of Bircham Dyson Bell and Pitmans.
Our purpose here is to share with you some of the ways in which, following our merger, the combined firm of BDB Pitmans can offer you increased strength and depth across our areas of expertise. We also have an expanded geographic footprint, which may make in-person meetings more convenient for you.
Now that the merger has been in place for a few months, we are already beginning to see the benefits to clients that we had anticipated, given the clear cultural fit between the two firms.
The merger gives us offices in Reading and Southampton, adding to those in London and Cambridge. The Cambridge office was established following the acquisition of King & Wood Mallesons’ Cambridge real estate team in January 2017 and is expanding beyond its real estate roots to become a full service office, providing advice across BDB Pitmans’ entire range of expertise.
Bircham Dyson Bell has long produced an annual newsletter, Individual Matters. In future this will be available to all clients and contacts of the combined firms.
Individual Matters has two main aims. One is to keep individuals and trustees (and professionals who advise them) abreast of recent legal and tax developments in a clear, straightforward, and not overly-technical way.
It also provides a focus on areas where the law may not have changed recently but where it may have become newly relevant to you, perhaps because your circumstances have changed.
A change in the family grouping – for example a marriage, a divorce, birth of children or grandchildren, or a change of country of residence – will often mean that previous planning has become out-dated and unhelpful.
Likewise, assets change over time. The most obvious case is the sale, purchase or development of a property, but decisions you would want to take can also be affected by, for example, a change in the tax regime. Or market movements might mean that assets which you already hold may have shifted in value relative to each other, disturbing the basis on which you planned your will.
If you don’t already receive Individual Matters, do sign up for our mailing list, ready to receive the next edition which will come out in late summer. You can request the digital edition here, or if you would prefer to receive it by post, just drop a note to [email protected].