Bespoke - for private clients
Thursday, December 01, 2011 | Posted by: Mike Hyland
Categories:
Personal,
Protecting your wealth
| Tags: tax,
tax planning,
capital gains tax,
inheritance tax,
CGT,
income tax,
trusts,
Mike Hyland,
inheritance,
minimise,
Family Limited Partnerships,
estate planning,
family wealth,
succession,
family investment company,
relevant property,
10-year charge,
investment company,
FIC
Trusts are less tax-favoured than ever before since the trust taxation changes and the introduction of the 50% income tax rate. Could family investment companies provide a better alternative for wealthy families?
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Wednesday, November 23, 2011 | Posted by: Mike Hyland
Categories:
Personal,
Protecting your wealth
| Tags: tax,
tax planning,
property,
capital gains tax,
inheritance tax,
CGT,
income tax,
IHT,
trusts,
Mike Hyland,
inheritance,
minimise,
Family Limited Partnerships,
family wealth,
succession,
family investment company,
relevant property,
10-year charge,
wealth planning
After the changes to the taxation of trusts in recent years, we consider whether they are still a viable option for family wealth and succession planning, and introduce a couple of alternatives to trusts.
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Friday, August 05, 2011 | Posted by: Stuart Maggs
Categories:
Protecting your wealth
| Tags: tax,
tax planning,
property,
compliance,
liability,
inheritance,
Stuart Maggs,
rental,
real estate,
foreign property ownership,
foreign assets,
France,
SCI,
tax structures,
holiday home,
forced heirship,
French,
wealth tax
If an Englishman’s home is his castle, then his holiday home may well be a chateau in France. But a recent U-turn on taxing foreign property owners, strict inheritance rules and the challenge of complying with both French and UK tax laws can taint the dream. What are the issues and what can you do to minimise them?
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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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Tuesday, March 22, 2011 | Posted by: Fiona Cullinan
Categories:
Personal
| Tags: links,
property,
divorce,
yachts,
marriage,
inheritance,
pre-nuptials,
estate planning,
pre-nups,
Forbes,
wills,
rich list,
collecting,
estate management,
books,
links, wills, estate planning, pre-nups, property, inheritance, yachts, marriage, divorce, books, collecting, Forbes, rich list
Our regular pick of the web as it relates to high earners and HNWIs comes with an added flavour of weddings and family this month, including the world’s most expensive wedding, royal pre-nup advice and inheritance issues with son- and daughter-in-laws.
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Tuesday, February 08, 2011 | Posted by: Fiona Cullinan
Categories:
Personal
| Tags: links,
yachts,
inheritance,
private banking,
pre-nuptials,
pre-nups,
philanthropy,
fraud,
rich list,
Swiss watches
Our regular pick of the web as it relates to high earners and HNWIs.
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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
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, July 30, 2010 | Posted by: Fiona Cullinan
Categories:
Personal
| Tags: links,
statistics,
HNWIs,
Bespoke,
divorce,
inheritance,
investing,
horses,
Jumby
Our monthly pick of the web as it relates to high earners and HNWIs.
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