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Tax & Trusts News

HMRC Focusing On Tackling Tax Avoidance by the Wealthy

17-January-2013
17-January-2013 7:51
in General
by Admin

  It's official, HM Revenue & Customs is doubling its team tackling potential tax avoidance of wealthy individuals. The number of inspectors has increased to over 200 inspectors. ...

Autumn Budget Statement

10-December-2012
10-December-2012 22:20
in General
by Admin

  You have to give George Osborne his dues…we all knew there were failings in the assumptions from the Summer Budget. He didn’t duck the bullet. Rather than just guidelines and re...

ECJ Judgement and the effect on Discounted Gift Trusts

26-November-2012
26-November-2012 6:55
in General
by Admin

This article summaries the judgement provided by the Court of Justice of the European Union (ECJ) regarding gender discrimination in relation to insurance premiums and its effect on Discounted Gift Tr...

VAT to be charged on Discretionary Management

17-November-2012
17-November-2012 8:02
in General
by Admin

So,  with the European Court of Justice (ECJ) declaring discretionary services should be subject to VAT. Many will be effected by this, if it becomes legislation. Those effected with be anyone re...

Investment Tax Wrapper - Investment Bonds vs Collective Investments

17-November-2012
17-November-2012 7:37
in General
by Admin

I always find the argument around the suitability of the investment wrapper paramount. Too often I see new clients – who maybe non-tax payers with an investment bond wrapper ...

Don’t Get Caught Out By The Taxation Of Investment Bonds

17-November-2012
17-November-2012 7:32
in General
by Admin

Earlier this week (20 July 2012) I met a new client, who is in an awful tax scenario because of how he drew money from two investment bonds - realistically tax should not have been an issue. The ...

HMRC Crack Down on Tax Avoidance Schemes

17-November-2012
17-November-2012 7:30
in General
by Admin

HMRC has won, subject to appeal three court decisions against tax avoidance schemes. These cases are expected to provide the Exchequer with £200 Million. The message is clear – ...

Personalised Portfolio Bond - Be Aware Of The Issues

17-November-2012
17-November-2012 7:26
in General
by Admin

Investment Bonds have formed part of many investment strategies and the tax wrapper purchased by many – care is needed. In recent years there has been an explosion in the number of off-shore bon...

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