Bespoke - for private clients
Wednesday, November 16, 2011 | Posted by: Fiona Cullinan
Categories:
Personal,
Protecting your wealth
| Tags: tax,
pensions,
retirement,
tax relief,
Mike Hyland,
pension,
James Temperley,
pension series,
pensions changes,
pension planning
Our recent blog series answered your most frequently asked questions about pensions, as well as how to make the best use of new rules on pension contributions. Here’s a round-up of our four-part guide …
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Friday, October 28, 2011 | Posted by: Mike Hyland
Categories:
Personal,
Protecting your wealth
| Tags: tax,
tax planning,
HNWIs,
income tax,
pensions,
retirement,
tax relief,
Mike Hyland,
high earners,
minimise,
higher rate taxpayer,
pension,
James Temperley,
pension series,
pensions changes,
income drawdown,
annuity,
capped drawdown,
flexible drawdown,
50% tax
A common reason clients give for not wishing to contribute to pensions are the restrictions on how and when they can access their pension benefits after retirement. From April this year there is a new option for such retirees. Flexible drawdown, as the name suggests, will give individuals much more freedom as to how they take their pension benefits.
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Friday, October 21, 2011 | Posted by: Mike Hyland
Categories:
Personal,
Protecting your wealth
| Tags: tax,
tax planning,
HNWIs,
income tax,
pensions,
retirement,
Mike Hyland,
high earners,
minimise,
higher rate taxpayer,
pension,
James Temperley,
pension series,
pensions changes,
lifetime tax relief,
lifetime allowance,
fixed protection,
50% tax
Our pension series continues with a look at the changes to the pension rules, which may cost you up to £165,000 if you don’t take action before 6 April 2012.
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Friday, October 14, 2011 | Posted by: Mike Hyland
Categories:
Personal,
Protecting your wealth
| Tags: tax,
tax planning,
HNWIs,
income tax,
IHT,
pensions,
retirement,
tax relief,
Mike Hyland,
high earners,
higher rate taxpayer,
pension,
James Temperley,
pension series,
pensions changes,
50% tax rate,
pensions carry forward,
annual allowance
After answering some of the most common pension questions in our post last week, we now consider the recent changes to the rules on pension contributions and how you could make best use of the new rules to provide for yourself and your family.
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Friday, October 07, 2011 | Posted by: Mike Hyland
Categories:
Personal,
Protecting your wealth
| Tags: tax,
tax planning,
HNWIs,
income tax,
pensions,
retirement,
tax relief,
Mike Hyland,
high earners,
minimise,
higher rate taxpayer,
pension,
James Temperley,
pension series,
50% tax rate,
annuity
Welcome to our new blog series on pensions. As an introduction, we will answer some of the most commonly asked pension-related questions and look at why now is such a good time to consider pension planning.
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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,
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.
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Tuesday, April 26, 2011 | Posted by: Fiona Cullinan
Categories:
Personal
| Tags: tax,
links,
tax avoidance,
retirement,
planning,
Dubai,
UK residency,
succession,
UK tax liabilities,
retire,
QROPS,
succession plan
Our regular pick of the web as it relates to high earners and HNWIs.
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Thursday, March 03, 2011 | Posted by: Naomi Smith
Categories:
Personal,
Protecting your wealth
| Tags: tax,
property,
capital gains tax,
inheritance tax,
CGT,
IHT,
retirement,
Naomi Smith,
HMRC6,
residence,
family,
UK residency,
residency,
overseas,
refunds,
retire,
children,
options,
abroad
Planning to move abroad for retirement? Fancy a sunnier climate and ending your UK tax residence? We don’t blame you! But you’ll need to look at your tax position carefully because becoming non-resident is now more difficult than ever. Here’s why…
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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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Friday, March 05, 2010 | Posted by: Fiona Cullinan
Categories:
Personal
| Tags: links,
tax planning,
tax havens,
Richard Branson,
retirement,
wealth management,
Lewis Hamilton,
submarine,
tax exiles,
offshore banking
Find out why racing driver Lewis Hamilton (left) and other non-UK residents should be worried about the latest HMRC’s crackdown. Plus, see the latest millionaire’s plaything – a luxury submersible. These wealth-related stories and more rounded up monthly on the Bespoke blog.
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