Bespoke - for private clients
Monday, October 05, 2009 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: tax planning,
HMRC,
Sue Knight,
EFRBS,
Employer Financed Retirement Benefit Scheme,
high earners | Total Views: 30574
Last month, I outlined Employer-Financed Retirement Benefit Schemes (EFRBS) as part of
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Tuesday, July 26, 2011 | Posted by: Naomi Smith
Categories:
Business,
Protecting your wealth
| Tags: business,
tax,
property,
inheritance tax,
IHT,
relief,
liability,
Naomi Smith,
estate planning,
commercial property,
BPR,
Business Property Relief,
IHT planning,
exemtpion | Total Views: 15187

The lesser-known pitfalls surrounding business property relief may leave your business at risk of a very large and unexpected inheritance tax bill. Let the horror stories of Mr Wealthy and Ms Success be a lesson to those who think they are exempt from death and taxes…
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Wednesday, August 25, 2010 | Posted by: Fiona Cullinan
Categories:
Personal,
Protecting your wealth
| Tags: tax,
tax planning,
income tax,
income,
trusts,
Rachael Dronfield,
refunds,
discretionary trusts,
dividends,
interest | Total Views: 12550
A little-known change to income tax will have major repercussions for beneficiaries of some trusts, says Rachael Dronfield, Tax Manager at Grant Thornton.
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Tuesday, November 01, 2011 | Posted by: Naomi Smith
Categories:
Personal,
Protecting your wealth
| Tags: tax,
tax planning,
offshore,
UK,
income,
domicile,
non-dom,
residence,
Naomi Smith,
overseas,
non-domicile,
residency,
offshore funds,
non-residency,
remittance basis,
foreign income,
ordinarily resident,
tax liabilities,
resident | Total Views: 11341

There are currently a quarter of a million online discussions asking questions about how you will be taxed if you bring money from abroad or transfer foreign income into the UK. The multitude of answers are enough to tax anyone’s brain, but the foremost deciding factor is domicile. Here,we look at the situation for both UK-domiciled and non-domiciled individuals.
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Wednesday, August 24, 2011 | Posted by: Dave Jennings
Categories:
Personal,
Protecting your wealth
| Tags: tax,
HNWIs,
property,
CGT,
income tax,
Dave Jennings,
investigation,
income,
tax evasion,
Tax Investigations,
social networks,
landlords,
buy to let,
undeclared,
undisclosed | Total Views: 10935

Are taxpayers with undeclared income like needles in a haystack or are they sitting ducks for the taxman? As the Government looks with renewed vigour at tax avoidance and tax evasion in order to raise the tax take, many of you are asking: ‘How can HM Revenue & Customs (HMRC) find out about my undisclosed income?’
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Tuesday, September 29, 2009 | Posted by: Fiona Cullinan
Categories:
Infographic
| Tags: statistics,
recession,
survey,
infographic,
chart,
divorce,
marriage,
credit crunch,
reasons for divorce | Total Views: 10748

Marriages are supposed to be ‘for better or worse’, but how sturdy are they in a depressed economy?
Grant Thornton’s
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Tuesday, February 15, 2011 | Posted by: Dave Jennings
Categories:
Personal,
Protecting your wealth
| Tags: tax,
HMRC,
Dave Jennings,
undisclosed income,
case,
out of time,
tribunal,
appeals | Total Views: 10058
As tempting as it may be to stuff unopened HM Revenue & Customs (HMRC) envelopes down the sofa or behind the clock, details of a recent tax tribunal decision may change your mind. This is a real horror story of HMRC turning a £3,000 initial risk into a £275,000 problem and the possibility of bankruptcy.
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Tuesday, September 07, 2010 | Posted by: Fiona Cullinan
Categories:
Day in the life
| Tags: entrepreneur,
HNWI,
Directorbank,
diary,
Jonathan Hick,
millionaire,
secret,
day in the life | Total Views: 9078

A serial entrepreneur, Jonathan Hick has set up 10 companies in the past 23 years, including
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Tuesday, February 07, 2012 | Posted by: Fiona Cullinan
Categories:
Infographic,
Personal
| Tags: statistics,
survey,
report,
UK,
divorce,
2011,
marriage,
matrimonial,
Imerman,
Radmacher,
break-up,
concealing assets,
ruling | Total Views: 9050

More relationships break up at the start of the year than at any other time – a phenomenon known as the ‘January jilt’.
Our 2011 matrimonial survey of leading UK family lawyers reveals some of the key statistics of UK divorce: at what point in the marriage they are they most likely to happen, for what reason, who are the main instigators, how many cases are concealing assets and more…
Click on the image to bring up a
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Tuesday, February 01, 2011 | Posted by: Stuart Maggs
Categories:
Protecting your wealth
| Tags: tax,
capital gains tax,
inheritance tax,
CGT,
IHT,
education,
divorce,
trusts,
trust,
Stuart Maggs,
tuition,
stamp duty land tax,
family trust,
bankruptcy,
school fees,
trust fund | Total Views: 8988

There comes a time in some people’s lives when their thoughts turn to their grandchildren and whether they can help ensure that they get a good education and a proper start in life. Family trusts offer a way to do this while also offering tax savings.
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