Bespoke - for private clients

Time to act on discretionary trusts

Wednesday, August 25, 2010 | Posted by: Fiona Cullinan
Categories: Personal, Protecting your wealth | Tags: tax, tax planning, income, income tax, trusts, dividends, discretionary trusts, Rachael Dronfield, interest, refunds

A little-known change to income tax will have major repercussions for beneficiaries of some trusts, says Rachael Dronfield, Tax Manager at Grant Thornton.

Continue Reading

Eight ways to reduce your CGT bill

Friday, August 20, 2010 | Posted by: Sue Knight
Categories: Protecting your wealth | Tags: tax, tax planning, CGT, Sue Knight, capital gains tax, strategies, minimize, reduce

The capital gains tax (CGT) changes in the Emergency Budget have been covered in some detail over the past six weeks but, as the dust settles, what CGT planning strategies are available to enable individuals to protect and maximise personal and family wealth?

Continue Reading

Shouldn’t there be tax amnesties for all?

Thursday, August 19, 2010 | Posted by: Grant Summers
Categories: Personal, Protecting your wealth | Tags: tax, offshore, tax planning, HMRC, disclosure, tax havens, Offshore Disclosure Facility, NDO, amnesty, penalties, medical, evasion, Grant Summers

With hundreds of billions of national debt and a dwindling workforce at HM Revenue & Customs (HMRC), the Government is instigating campaigns to refill the public purse in the fastest way possible for the least cost. The consequence, says Grant Summers, is a series of campaigns that exclusively favour particular sections of society.

Continue Reading

Divorce survey discovers the ’11-year itch’

Monday, August 02, 2010 | Posted by: Fiona Cullinan
Categories: Personal, Protecting your wealth | Tags: tax planning, statistics, survey, divorce, matrimonial, pre-nuptials, pre-nups, data, family law, solicitors

Grant Thornton’s annual Matrimonial Survey (now in its seventh year) is out and shows that people seeking divorce in 2009/10 have been all out of love – with men guilty of hiding the money. Here are some of the bulletpoints…

Continue Reading

Homes, horses and hiding divorce assets – July wealth links

Friday, July 30, 2010 | Posted by: Fiona Cullinan
Categories: Personal | Tags: links, statistics, HNWIs, divorce, Bespoke, Jumby, investing, inheritance, horses

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

Continue Reading

Tax planning with companies is back in fashion

Wednesday, July 28, 2010 | Posted by: Richard Jameson
Categories: Protecting your wealth | Tags: business, tax planning, Richard Jameson, income tax, corporation tax, sole traders, companies

image

The 50% top income tax rate against an eventual 24% corporation tax rate is making the company structure desirable once more for sole traders or partnerships seeking tax savings or deferrals. We review the trend and the options…

Continue Reading

How to minimise tax in a property downturn

Monday, July 19, 2010 | Posted by: Sue Knight
Categories: Protecting your wealth | Tags: tax, tax planning, CGT, Sue Knight, capital gains tax, property, assets, China, investments, Dubai, holiday homes, partnership, overseas

image

After the Dubai property bubble burst, there is speculation that China is next. So whether you are seeking out an expected property boom or simply continuing to hold property, now is a good time for investors to review the structures in which they hold their property investments.

Continue Reading

How to spot a property bubble

Wednesday, July 14, 2010 | Posted by: Fiona Cullinan
Categories: Protecting your wealth | Tags: property, tips, market, investments, resale, bubble, Dubai, boom, crash, rental yield

image

What are the four things to look for when spotting likely property bubbles, either in the UK or overseas? Stuart Law, the CEO of property investment company, Assetz, advises on some simple indicators.

Continue Reading

A wealth of knowledge in your latest issue of Bespoke

Wednesday, June 30, 2010 | Posted by: Fiona Cullinan
Categories: Business, Day in the life, Personal, Protecting your wealth | Tags: links, tax, CGT, HNWIs, capital gains tax, property, amnesty, trusts, magazine, yachts, fund management, Bespoke

image

Bespoke’s summer issue is out now and features 28 pages of practical advice on specific financial issues of relevance to the HNW community, as well as some lighter lifestyle reads. We’ll be picking out some of the features here on the Bespoke blog, but you can download a virtual copy of the new issue to read now. Here’s a preview of what’s inside…

Continue Reading

British luxury, Bordeaux index and the billionaire book club – June wealth links

Monday, June 28, 2010 | Posted by: Fiona Cullinan
Categories: Personal | Tags: links, HNWIs, magazine, Walpole, Josephine Home, Rafael Nadal, Bespoke, Jonathan Hick, luxury, Abahna, Rococo Chocolates, Charlotte Olympia, Who Wants To Be A Millionaire, interior design, passion investments, brands, Mawi, wine

image

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

Continue Reading