Bespoke - for private clients

  • Page 1 of 2 pages  1 2 >

Offshore investment wrappers and offshore trusts offer savings as tax loopholes close

Tuesday, December 20, 2011 | Posted by: Naomi Smith
Categories: Protecting your wealth | Tags: tax, tax planning, offshore, inheritance tax, IHT, tax havens, tax avoidance, domicile, Naomi Smith, tax haven, non-dom, tax evasion, discretionary trusts, tax saving, IHT planning, offshore trusts, investment income, offshore investment wrappers

image

As HM Revenue & Customs (HMRC) steps up its mission to prevent British taxpayers illegally evading tax by holding their investments offshore and ‘forgetting’ to report them on their tax returns, we look at two legitimate opportunities to save tax through offshore set-ups: offshore investment wrappers and offshore trusts.

Continue Reading

Will the Swiss tax deal be full of holes?

Thursday, September 22, 2011 | Posted by: Dave Jennings
Categories: Personal, Protecting your wealth | Tags: tax planning, HMRC, offshore, income tax, Dave Jennings, disclosure, tax havens, investigation, banking, penalties, Liechtenstein Disclosure Facility, tax amnesty, Switzerland, Liechenstein, Swiss, savings, evasion, Tax Investigations, UK-Swiss deal

image

The new UK-Swiss deal clamping down on tax evasion is expected to drive UK investors into the arms of Liechtenstein – with significant tax savings possible through the Liechtenstein Disclosure Facility (LDF).

Continue Reading

Seek amnesty or risk investigation as HMRC’s tax net tightens on offshore bank accounts

Friday, July 08, 2011 | Posted by: Dave Jennings
Categories: Personal, Protecting your wealth | Tags: tax, tax planning, HMRC, offshore, Dave Jennings, disclosure, tax havens, investigation, banking, penalties, Liechtenstein Disclosure Facility, tax amnesty, Liechtenstein, Switzerland, amnesty, LDF, HSBC, evasion, Tax Investigations

With a new round of tax investigations being launched into customers of HSBC in Switzerland, HM Revenue & Customs’ (HMRC’s) drive against holders of undeclared offshore bank accounts is heating up. Waiting to come forward could result in higher tax and penalties, so what are the tax amnesty options?

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, 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

Continue Reading

Thinking of leaving the UK? Be sure to sever all ties

Thursday, April 08, 2010 | Posted by: Sue Knight
Categories: Protecting your wealth | Tags: tax, HMRC, Sue Knight, tax havens, domicile, HMRC6, residence, Gaines-Cooper, residency, IR20, UK residents, non-residency, status

image

An intolerable uncertainty now exists for UK non-residents following the outcome of the Judicial Review hearings of Davies, James and Gaines-Cooper – as I outlined last month in

Continue Reading

Luxury submarines, 90-day tax exiles and the miserable millionaire – wealth roundup

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

image

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.

Continue Reading

UK residency status all at sea as HMRC targets tax exiles

Thursday, March 04, 2010 | Posted by: Sue Knight
Categories: Protecting your wealth | Tags: tax, HMRC, HNWIs, Sue Knight, tax havens, domicile, residence, Gaines-Cooper, residency, IR20, UK residents, status, Finance Bill 2008

image

The

Continue Reading

The tax haven strikes back

Monday, November 02, 2009 | Posted by: Dave Jennings
Categories: Protecting your wealth | Tags: offshore, Dave Jennings, tax havens, Protect Your Wealth, Liechtenstein Disclosure Facility, tax policy, New Disclosure Opportunity, NDO, G20, Cayman Islands, Bermuda, backlash, Lloyds Bank

image

Back in June, we asked,

Continue Reading

What’s Liechtenstein got to do, got to do with it?

Tuesday, September 15, 2009 | Posted by: Dave Jennings
Categories: Protecting your wealth | Tags: tax, offshore, Dave Jennings, disclosure, tax havens, Protect Your Wealth, penalties, Liechtenstein Disclosure Facility, tax amnesty, Liechtenstein, New Disclosure Opportunity, NDO, LDF

image

What’s Liechtenstein but a sweet old-fashioned notion? What’s Liechtenstein got to do, got to do with it? Who needs a haven when a haven can be broken? With recent pressures on UK investors to

Continue Reading

Should you own up in HMRC’s second ‘tax amnesty’?

Monday, July 20, 2009 | Posted by: Paul Roberts
Categories: Protecting your wealth | Tags: tax, HNWIs, offshore, compliance, disclosure, tax havens, Protect Your Wealth, tax amnesty, Liechtenstein, Offshore Disclosure Facility, New Disclosure Opportunity, OECD, Paul Roberts, tax prosecutions

So, a

Continue Reading