Bespoke - for private clients
Tuesday, June 07, 2011 | Posted by: Naomi Smith
Categories:
Personal,
Protecting your wealth
| Tags: tax,
tax planning,
property,
capital gains tax,
inheritance tax,
CGT,
IHT,
divorce,
transfer,
marriage,
partnership,
exemptions,
Naomi Smith,
shares,
spouse,
transferable allowances,
marriage and tax,
civil partner

It may sound harsh but if you’re going to leave your marriage then it’s best to split on 6 April for optimum tax savings and to give you more time to sort out the financial arrangements. Naomi Smith, Tax Manager at Grant Thornton, follows up her post on a dozen tax reasons to get married with some tax-saving facts for those planning a separation.
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Tuesday, April 26, 2011 | Posted by: Naomi Smith
Categories:
Personal,
Protecting your wealth
| Tags: tax,
property,
capital gains tax,
inheritance tax,
CGT,
income tax,
pensions,
IHT,
retirement,
transfer,
marriage,
partnership,
Naomi Smith,
shares,
assets,
personal allowance,
spouse,
transferable allowances,
advantages,
Married Couple’s Allowance

Marriage isn’t just for romantics. There are all sorts of financial gains, tax reliefs, benefits, exemptions and other advantages to be had when you sign on the dotted line.
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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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