Bespoke - for private clients
Tuesday, April 26, 2011 | Posted by: Naomi Smith
Categories:
Personal,
Protecting your wealth
| Tags: tax,
property,
capital gains tax,
inheritance tax,
CGT,
income tax,
pensions,
IHT,
retirement,
transfer,
partnership,
marriage,
Naomi Smith,
shares,
assets,
personal allowance,
spouse,
transferable allowances,
advantages,
Married Couple’s Allowance
Marriage isn’t just for romantics. There are all sorts of financial gains, tax reliefs, benefits, exemptions and other advantages to be had when you sign on the dotted line.
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Tuesday, April 26, 2011 | Posted by: Fiona Cullinan
Categories:
Personal
| Tags: tax,
links,
tax avoidance,
retirement,
planning,
Dubai,
succession,
UK residency,
UK tax liabilities,
QROPS,
retire,
succession plan
Our regular pick of the web as it relates to high earners and HNWIs.
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Thursday, April 21, 2011 | Posted by: Dave Jennings
Categories:
Protecting your wealth
| Tags: tax,
Dave Jennings,
HNWI,
investigation,
Protect Your Wealth,
domicile,
amnesty,
offshore assets,
evasion,
HNWI unit,
avoidance,
High Net Worth Unit,
PTSP,
Plumbers Tax Safe Plan
Ready to rock ‘n’ roll with HM Revenue & Customs’ punches? Dave Jennings, our tax investigations expert, tells the tale of how wealthier taxpayers are being targeted.
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Tuesday, April 19, 2011 | Posted by: Fiona Cullinan
Categories:
Personal
| Tags: HNWIs,
HNWI,
Bespoke,
magazine,
Bespoke magazine,
hobbies,
Roger Weatherby,
trek,
South Pole,
challenge,
Antarctic,
Scott
Trekking to the South Pole is hard, but not quite hard enough for some. In the fourth of our unusual hobbies posts, Glyn Brown talks to Roger Weatherby, CEO of Weatherbys Bank, who made the journey using the Victorian equipment and clothing that Scott would have used.
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Tuesday, April 12, 2011 | Posted by: Mike Warburton
Categories:
Business
| Tags: HMRC,
budget,
legislation,
tax policy,
tax reliefs,
Office for Tax Simplification,
OTS,
budget2011,
Mike Warburton,
tax agents
In July 2010, the chancellor announced the establishment of an Office for Tax Simplification (OTS). It was set up to work with tax professionals, and Grant Thornton has given full support. After the OTS produced an interim report last November and a final report in time for the March Budget, the chancellor duly announced his acceptance of some of the recommendations. Mike Warburton reviews the UK’s high volume of tax legislation and the new body’s role.
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Thursday, April 07, 2011 | Posted by: Stuart Maggs
Categories:
Personal,
Protecting your wealth
| Tags: business,
tax,
entrepreneurs,
budget,
relief,
budget2011,
disposal,
Entrepreneurs' Relief,
selling
Last month, I wrote about the tax savings, disqualification pitfalls and client FAQs when it comes to tax planning with Entrepreneurs’ Relief. Here is a quick update on changes that occurred to the relief in the recent UK Budget.
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Wednesday, April 06, 2011 | Posted by: Fiona Cullinan
Categories:
Business,
Protecting your wealth
| Tags: tax,
Francesca Lagerberg,
capital gains tax,
CGT,
income tax,
HNWI,
pensions,
budget,
NIC,
relief,
2011,
national insurance contributions,
allowances,
reliefs,
Enterprise Investment Schemes,
childcare,
ISAs,
new tax year,
Entrepreneurs’ Relief,
exemptions
Here’s quick refresher of tax changes that kick in from today (6 April 2011), by Grant Thornton’s Head of Tax, Francesca Lagerberg, who says that it will be high net worth individuals (HNWIs) who have more to feel down about overall, including limits on how much they can save in their pension funds.
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Tuesday, April 05, 2011 | Posted by: Fiona Cullinan
Categories:
Protecting your wealth
| Tags: inheritance tax,
IHT,
wealth,
inheritance,
estate planning,
Eric Williams,
wills,
family trust,
litigation,
asset management,
dispute,
Swinfen Hall,
Eric Williams, wills, inheritance, inheritance tax, IHT, estate planning, dispute, family trusts, litigation, Swinfen Hall, wealth, asset management
Samuel Swinfen died in 1854 but, 157 years on, there are still lessons to be learned from the litigation surrounding his will. Eric Williams, Head of Private Client, goes back to the future and gives some advice on modern estate planning…
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