Bespoke - for private clients
Monday, November 23, 2009 | Posted by: Francesca Lagerberg
Categories:
Business,
Personal
| Tags: HMRC,
Francesca Lagerberg,
taxpayers,
HM Treasury,
Charter,
Your Charter,
Finance Act 2009,
Stephen Timms,
Taxpayers Charter,
Treasury
On the evening of 11 November I attended an event at HM Treasury to launch HM Revenue & Customs’ (HMRC’s) new Charter, Continue Reading
Thursday, November 19, 2009 | Posted by: Richard Jameson
Categories:
Protecting your wealth
| Tags: Richard Jameson,
NIC,
retirement,
tax relief,
liability,
pension,
final salary scheme,
Turner Report,
private pension

The UK’s looming pensions calamity came to light in 2005 when Adair Turner of the Pensions Commission (now chairman of the Financial Services Authority) released the Turner Report into pension provision.
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Thursday, November 19, 2009 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: tax planning,
HMRC,
CGT,
Sue Knight,
income,
capital gains,
taxpayers,
discretionary cash bonus schemes,
employee incentive plans,
conversion,
cash balances,
equity reward plans

Avoiding the new 50% income tax rate by converting income into capital is likely to be a top dinner party discussion for the wealthy right now. From 6 April 2010, individuals with income above £150,000 will be taxable at 50%. By contrast, as noted in 10 strategies for tax planning in 2009 , the capital gains tax (CGT) rate looks very attractive at 18%.
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Wednesday, November 18, 2009 | Posted by: Fiona Cullinan
| Tags: entrepreneurs,
links,
recession,
property,
health,
Bill Gates,
podcasts,
Forbes,
Ted Turner,
body language,
biotech,
Ferrari,
benefactors

These are just a few of the things the Bespoke blog team has been reading about this month. There’s also the UK property millionaire slump, researching your ancestors’ financial past through death duties, the rude body language of the well-off and more…
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Monday, November 02, 2009 | Posted by: Dave Jennings
Categories:
Protecting your wealth
| Tags: offshore,
Dave Jennings,
tax havens,
Protect Your Wealth,
tax policy,
Liechtenstein Disclosure Facility,
NDO,
New Disclosure Opportunity,
G20,
Cayman Islands,
Bermuda,
Lloyds Bank,
backlash

Back in June, we asked, Is this the end of ‘tax havens’? But it’s not all been one-way traffic from G20 governments aiming to crack down on so-called ‘tax havens’. Some overseas territories are defending their position, claiming to be the scapegoats and an easy target of the authorities. One haven has said that the ‘finger-pointing’ by some Governments is hypocritical and seeking to shift blame from their own failed tax policies.
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