Bespoke - for private clients
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,
conversion,
employee incentive plans,
cash balances,
equity reward plans | Total Views: 6093
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
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Friday, August 20, 2010 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: tax,
tax planning,
capital gains tax,
CGT,
Sue Knight,
reduce,
strategies,
minimize | Total Views: 6048
The capital gains tax (CGT) changes in the Emergency Budget have been covered
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Thursday, December 09, 2010 | Posted by: Sue Knight
Categories:
Business,
Protecting your wealth
| Tags: tax,
tax planning,
property,
capital gains tax,
CGT,
income tax,
Sue Knight,
pensions,
income,
reduce,
minimise,
investments,
strategies,
savings,
personal,
Finance Bill 2011,
wrapper | Total Views: 5975
The publication of draft clauses for the Finance Bill 2011 is imminent and no doubt there will be opportunities for some and disappointment for others. One thing is certain: the 50% income tax rate for those with incomes over £150,000 is likely to be with us for the foreseeable future, putting income tax reduction on the agenda for many. Although it has been interesting to hear a number of politicians from different parties talking about it as a ‘temporary tax’.
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Wednesday, December 01, 2010 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: tax,
tax planning,
HMRC,
HNWIs,
Sue Knight,
pensions,
Employer Financed Retirement Benefit Scheme,
retirement,
EFRBS,
remuneration,
high earners,
Finance Bill 2011,
QNUPS | Total Views: 5929
When the taxman turned his spotlight on Employer-Financed Retirement Benefits Schemes in 2009, it was with the aim of making this kind of tax planning less attractive. A year on, the death knell for EFRBS tax advantages may be sounding, but an alternative pension pot for high earners may live on.
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Monday, August 02, 2010 | Posted by: Fiona Cullinan
Categories:
Personal,
Protecting your wealth
| Tags: statistics,
tax planning,
survey,
data,
divorce,
solicitors,
pre-nuptials,
pre-nups,
matrimonial,
family law | Total Views: 5835
Grant Thornton’s annual Matrimonial Survey (now in its seventh year) is out and shows that people seeking divorce in 2009/10 have been all out of love – with men guilty of hiding the money. Here are some of the bulletpoints…
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Friday, December 04, 2009 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: inheritance tax,
Sue Knight,
pensions,
IHT,
debt,
planning,
banks,
trusts,
assets,
trust wrappers,
IHT threshold,
public sector debt,
asset protection,
bailout | Total Views: 5672
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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Thursday, October 14, 2010 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: tax,
entrepreneurs,
tax planning,
Sue Knight,
IHT,
debt,
reduce,
inheritance,
pilot trusts,
minimise,
BPR,
strategies,
personal | Total Views: 5667
Using one of the search engines to find information on inheritance tax (IHT) will bring up some simple steps to reduce it, but once these are exhausted what other ideas are available?
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Friday, January 08, 2010 | Posted by: Fiona Cullinan
Categories:
Business,
Protecting your wealth
| Tags: business,
Francesca Lagerberg,
government,
tax policy,
tax manifesto,
petition,
Monetary Policy Committee,
e-petition,
thinktank | Total Views: 5593
We need your help. As part of our
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Friday, February 12, 2010 | Posted by: Francesca Lagerberg
Categories:
Personal,
Protecting your wealth
| Tags: tax,
Francesca Lagerberg,
capital gains tax,
inheritance tax,
income tax,
tax manifesto,
marriage,
saving,
transferable allowances,
marriage and tax,
tax saving,
tax benefits | Total Views: 5562
Marriage and tax is becoming an increasing area for debate as the political parties clash heads over whether the tax system should recognise marriage. So why do people think the system is not working, what tax breaks do you currently get when you’re married, and how best can you utilise them?
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Friday, October 02, 2009 | Posted by: Fiona Cullinan
Categories:
Personal
| Tags: wealth,
trading,
money,
fiat money,
happiness,
gold,
currency,
history,
bank notes,
commodities,
happy,
coinage,
barter,
rich | Total Views: 5539
We deal with it every day but have you ever wondered about money’s rich past? Exactly how did we go from trading cowrie shells to carrying purses of gold coins to swapping pieces of paper for our goods?
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