A comprehensive round-up of tax efficient investments and strategies to protect your wealth
Establishing multiple trusts can be a useful IHT mitigation technique, but wealthy individuals need to be aware of important changes to tax on trusts. The government announced in the Autumn Statement that, following three rounds of lengthy consultations, it had abandoned earlier proposals to split the nil rate band among multiple trusts established on different […]
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After significant lobbying from the financial services industry, in November the government agreed to change the rules to allow the transfer of Child Trust Funds (CTFs) to Junior ISAs (JISAs). The change is expected to come into effect on 6 April 2015, giving families far greater freedom over how they invest the savings for their […]
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The pressing pension planning issues for affluent investors, explained by award winning wealth manager Patrick Connolly. The incoming pension reforms will create fantastic financial planning opportunities, but taking proper advice will be essential if investors are to avoid very costly mistakes, explains Patrick Connolly, Certified Financial Planner at Chase de Vere.In his March 2014 Budget […]
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There are many implications of the Government’s intention to charge non-residents UK Capital Gains Tax, explains Kyra Motley at Taylor Wessing. A key attraction for wealthy foreign investors in the UK has been their exemption from the UK’s Capital Gains Tax when they sell UK residential property. This attraction was eroded by the introduction of the […]
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