Bespoke - for private clients

Tax avoidance, succession plans and underwater travel – wealth links

Tuesday, April 26, 2011 | Posted by: Fiona Cullinan
Categories: Personal | Tags: tax, links, tax avoidance, retirement, planning, Dubai, UK residency, succession, UK tax liabilities, QROPS, retire, succession plan

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Our regular pick of the web as it relates to high earners and HNWIs.

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Thinking of selling? Entrepreneurs’ Relief could save you up to £900,000 tax

Monday, March 21, 2011 | Posted by: Stuart Maggs
Categories: Personal, Protecting your wealth | Tags: business, tax, entrepreneurs, relief, planning, trusts, incentives, shares, assets, Stuart Maggs, sale, disposal, spouse, saving, Entrepreneurs' Relief, children, selling, pitfalls

Entrepreneurs’ Relief can offer significant tax savings when selling shares or the whole or part of a business. So how do you qualify? What are the four pitfalls to avoid disqualification? And what are clients asking us about tax planning and Entrepreneurs’ Relief?

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How 2011 Budget will affect HNWIs – our predictions

Tuesday, March 15, 2011 | Posted by: Francesca Lagerberg
Categories: Business, Personal, Protecting your wealth | Tags: tax, property, pensions, tax avoidance, budget, relief, planning, stamp duty, deficit, Office for Tax Simplification, residence, non-dom, PPR, private residence relief, GAAR, predictions, personal allowance, non-domicile, stamp duty land tax

What lies in store for high net worth individuals (HNWIs) and high earners in the UK in next week’s Budget? Francesca Lagerberg, Grant Thornton’s Head of Tax, makes some predictions…

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Seven predictions for where the emergency Budget will hit your wealth

Friday, June 11, 2010 | Posted by: Fiona Cullinan
Categories: Business, Protecting your wealth | Tags: HNWIs, property, capital gains tax, CGT, pensions, IHT, tax avoidance, NIC, budget, planning, domicile, residence, PPR, private residence relief, NICs, National Insurance Contributions

How are your revenues, assets and tax planning likely to be affected in Chancellor George Osborne’s Budget on 22 June? We look at seven areas that will affect high net worth individuals…

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Five ways to reduce your inheritance tax

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

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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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