Bespoke - for private clients
Tuesday, April 26, 2011 | Posted by: Naomi Smith
Categories:
Personal,
Protecting your wealth
| Tags: tax,
property,
capital gains tax,
inheritance tax,
CGT,
income tax,
IHT,
pensions,
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.
Continue Reading
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,
spouse,
disposal,
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?
Continue Reading
Monday, July 19, 2010 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: tax,
tax planning,
property,
capital gains tax,
CGT,
Sue Knight,
China,
partnership,
Dubai,
assets,
investments,
overseas,
holiday homes
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
Tuesday, June 08, 2010 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: tax,
entrepreneurs,
tax planning,
capital gains tax,
CGT,
Sue Knight,
shares,
assets,
coalition agreement
How investors, entrepreneurs and owners of second properties can prepare for the coalition government’s forthcoming changes to capital gains tax (CGT).
Continue Reading
Friday, December 04, 2009 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: inheritance tax,
Sue Knight,
IHT,
pensions,
debt,
planning,
banks,
trusts,
assets,
trust wrappers,
IHT threshold,
public sector debt,
asset protection,
bailout
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…
Continue Reading
