Bespoke - for private clients

A new Charter, a new chapter?

Monday, November 23, 2009 | Posted by: Francesca Lagerberg
Categories: Business, Personal | Tags: HMRC, Francesca Lagerberg, taxpayers, HM Treasury, Charter, Your Charter, Stephen Timms, Finance Act 2009, Treasury, Taxpayers Charter

On the evening of 11 November I attended an event at

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Income, capital gains and how to beat the 50% top tax rate

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

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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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EFRBS appears on the tax authorities’ radar

Monday, October 05, 2009 | Posted by: Sue Knight
Categories: Protecting your wealth | Tags: tax planning, HMRC, Sue Knight, Employer Financed Retirement Benefit Scheme, EFRBS, high earners

Last month, I outlined Employer-Financed Retirement Benefit Schemes (EFRBS) as part of

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Tax agents, tax authorities and the secrets of the wealthy

Wednesday, September 23, 2009 | Posted by: Richard Jameson
Categories: Protecting your wealth | Tags: HMRC, Richard Jameson, tax avoidance, transfer, distribution, HNWIs, high net worth unit, family wealth, high net worth individual, settlement, Large Business Service, Organisation for Economic Co-operation and Development, real-time information, Protect your wealth

A recent drive to improve working with agents shows, among other things, that HM Revenue and Customs (HMRC) wants to move to ‘real-time’ information on the top 5,000 high net worth individuals. What does this mean for the UK’s richest taxpayers?

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Taxpayers have their say about HMRC’s ‘Our Charter’

Thursday, August 27, 2009 | Posted by: Richard Jameson
Categories: Protecting your wealth | Tags: HMRC, Richard Jameson, Alistair Darling, Our Charter, Taxpayers’ Charter

Ever since the Chancellor announced the idea of publishing a charter to offer statutory rights to taxpayers, individuals, businesses, and the tax profession has locked horns with

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NDO may expose you to 20 years of back taxes

Tuesday, August 18, 2009 | Posted by: Paul Roberts
Categories: Personal | Tags: HMRC, Liechtenstein Disclosure Facility, tax amnesty, Liechtenstein, Offshore Disclosure Facility, New Disclosure Opportunity, LDF, offshore assets, untaxed income, Paul Roberts, Public Accounts Committee

With a few last-minute tweaks, HM Revenue & Customs (HMRC) has now published details of the

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New banking code – why it may affect your tax planning

Tuesday, August 11, 2009 | Posted by: Sue Knight
Categories: Protecting your wealth | Tags: tax planning, HMRC, Sue Knight, HNWI, tax avoidance, Protect Your Wealth, legislation, banks, taxation, code of practice

And so the tax avoidance debate continues to rage. Last month I looked at High Net Worth Individuals and

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