Bespoke - for private clients

Missing gold bars, tax-free giving and a global party – December wealth links

Wednesday, December 01, 2010 | Posted by: Fiona Cullinan
Categories: Personal | Tags: links, HNWIs, China, charity, banking, Liechtenstein, divorce, Switzerland, art, investments, gold, wine

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

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Last chance for EFRBS?

Wednesday, December 01, 2010 | Posted by: Sue Knight
Categories: Protecting your wealth | Tags: tax, tax planning, HMRC, HNWIs, Sue Knight, pensions, Employer Financed Retirement Benefit Scheme, retirement, EFRBS, remuneration, high earners, Finance Bill 2011, QNUPS

When the taxman turned his spotlight on Employer-Financed Retirement Benefits Schemes in 2009, it was with the aim of making this kind of tax planning less attractive. A year on, the death knell for EFRBS tax advantages may be sounding, but an alternative pension pot for high earners may live on.

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High-end hobbies – investing in fly-fishing

Tuesday, November 02, 2010 | Posted by: Fiona Cullinan
Categories: Personal, Protecting your wealth | Tags: investment, HNWI, Bespoke, magazine, Bespoke magazine, hobbies, investing, rights, investments, William Daniel, fishing, rivers, fly-fishing

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At last, an investment that gets you out, provides good company and puts food on the table. No wonder they’re hard to come by, says Peter Cockwill, in our second post on high-end hobbies.

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Advanced strategies for reducing your IHT bill

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, strategies, BPR, 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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Jet set pets, boutique banks and wealthy families in a tax panic – September wealth roundup

Friday, September 24, 2010 | Posted by: Fiona Cullinan
Categories: Protecting your wealth | Tags: links, HNWIs, finance, HNWI, banking, yachts, Switzerland, art, investments, wine, Swiss, private jets, secret, memorabilia, sayings

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

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High-end hobbies – how about some dragon-slaying?

Wednesday, September 22, 2010 | Posted by: Fiona Cullinan
Categories: Personal | Tags: HNWIs, HNWI, Bespoke, magazine, hobbies, corporate, jousting, Jason Kingsley, chariot driving, team-building, tournament

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In an occasional new series looking at unusual or eclectic hobbies, we start with Jason Kingsley at Tournament Stud, who offers equestrian training in jousting, chariot driving and dragon-slaying. We’re also looking for more high-end hobbies here in the UK, so do let us know if you have any suggestions.

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A day in the life of a millionaire: Jonathan Hick

Tuesday, September 07, 2010 | Posted by: Fiona Cullinan
Categories: Day in the life | Tags: entrepreneur, HNWI, Directorbank, diary, Jonathan Hick, millionaire, secret, day in the life

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A serial entrepreneur, Jonathan Hick has set up 10 companies in the past 23 years, including The Directorbank Group, CallUma and The Brand Cellar. A proud Yorkshireman, he featured in Channel 4’s award-winning series, The Secret Millionaire.

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Time to act on discretionary trusts

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

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

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Eight ways to reduce your CGT bill

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

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?

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Shouldn’t there be tax amnesties for all?

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

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