Bespoke - for private clients

Buying bridges, space tourism and the return of the private chef – December links roundup

Wednesday, December 30, 2009 | Posted by: Fiona Cullinan
Categories: Protecting your wealth | Tags: entrepreneurs, links, investment, infrastructure, charity, retirement, Richard Branson, wills, philanthropy, space tourism, chefs

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What are the most popular financial and business stories on the web this month? Find out what the Bespoke team have been reading…

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Five ways to reduce your inheritance tax

Friday, December 04, 2009 | Posted by: Sue Knight
Categories: Protecting your wealth | Tags: inheritance tax, Sue Knight, pensions, IHT, debt, planning, trusts, banks, assets, trust wrappers, IHT threshold, asset protection, public sector debt, bailout

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Inheritance tax (IHT) is an emotive topic, not just for those who have saved for a lifetime but also for their accountant who must negotiate the many rules and planning opportunities. Often described as a ‘voluntary’ tax, there are a number of ways in which you can mitigate IHT and retain control over your assets and access to both income and capital. This month, I’m going to explain some of these options and look at David Cameron’s election promise of raising the IHT threshold to £1 million…

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‘Tax amnesty’ deadline extended (again)…

Wednesday, December 02, 2009 | Posted by: Paul Roberts
Categories: Business, Protecting your wealth | Tags: tax, HMRC, tax amnesty, NDO, New Disclosure Opportunity, Paul Roberts, offshore funds, UK tax liabilities, protect your wealth, Tax havens

…but only by a matter of five weeks. The deadline to register under the New Disclosure Opportunity (NDO) announced by HM Revenue & Customs (HMRC) this summer has been extended from 30 November 2009 to 4 January 2010. If anyone has been thinking about whether or not to make use of this ‘tax amnesty’, then now is the time to decide, but why has HMRC moved the date?

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Christmas wealth management – or why you should think twice before buying expensive gifts

Wednesday, December 02, 2009 | Posted by: Fiona Cullinan
Categories: Personal | Tags: wealth management, gifts, Christmas, Tim Harford, economics, Joel Waldfogel, deadweight loss, presents

With the Christmas shopping season in full swing, is it worth you shelling out big money on expensive gifts this Christmas? Recently, the FT’s Undercover Economist, Tim Harford, gave a talk at London’s Cass Business School in which he explained the economics of happiness, dating and Christmas. And when it came to analysing the contents of Santa’s sack, he revealed that the old adage is true: it really is the thought that counts…

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