Tax & Technical

  • Tax exposures funds beware of the tax authorities

    Tax exposures funds beware of the tax authorities

    David Heathfield, Partner and General Counsel at Baronsmead Partners discusses how insurance is increasingly being viewed by investors as a more cost effective and secure way of handling the issue of being exposed to claims from tax authorities around the world.

  • could a family investment company cut your clients

    could a family investment company cut your clients

    Trusts are the standard way to pass down family wealth to future generations. But recent tax changes mean that family investment companies may offer a more tax-efficient option, says Grant Thornton’s Emma Hunt.

  • starbucks to move its european and mea

    starbucks to move its european and mea

    Starbucks, which has been the focus of some criticism in the UK in recent years for not paying what some argued was its fair share of corporate tax thanks to its use of tax mitigation techniques is to move its European, Middle East and Africa head offices to London.

  • osbornes grand plan

    osbornes grand plan

    There have been a number of significant announcements in the UK tax arena over the past few weeks. Here, George Bull, partner at Baker Tilly, takes stock of these changes.

  • what to watch out for when buying

    what to watch out for when buying

    In the second in this two-part series, Platinum Financial Services Harpreet Sajjan gives some pointers on what to look out for when choosing a structure note for a client.

  • why use a structured note

    why use a structured note

    In the first of this two-part feature, Platinum Financial Services’ Harpreet Sajjan explains how the use of a structured note can help your clients hit their investment targets.

  • notes on Osbornes budget for the offshore

    notes on Osbornes budget for the offshore

    Beer drinkers and players enjoying free bingo games to play were not the only ones Chancellor George Osborne addressed in his budget; as Prudential’s Gerry Brown reports, he included provisions affecting non-natural persons, Offshore employment intermediaries, and other individuals and entities of the offshore world...

  • discretionary trusts need not be

    discretionary trusts need not be

    Much has been made of the complicated IHT and exit charges on discretionary trusts, but the income tax calculations are equally as complex. Mark Green, of I-Tax Solutions, offers financial advisers a simple, non-controversial method of mitigating the taxation

  • are your clients protected from the lifetime

    are your clients protected from the lifetime

    As the drop in the lifetime allowance looms, Brooklands Pension’s Chris Melville runs through the changes and the options open to your clients.

  • the czech republics new trust law

    the czech republics new trust law

    The Czech Republic’s trust law is just 23 days old today‚ but already‚ wealth managers there and elsewhere are keen to learn more about it. Here‚ five Czech-based experts‚ who were involved in advising on its creation‚ and who are now involved in putting some of the jurisdiction’s first trusts together‚ discuss its features‚ attractions‚…

  • a new dawn for hong kongs trust law

    a new dawn for hong kongs trust law

    Berwin Leighton Paisners Nisha Singh takes a look at the new trust laws which came into effect in December last year.

  • the czech republic learns to trust

    The Czech Republic’s trust law is only 16 days old‚ but already‚ wealth managers there and elsewhere are keen to learn more about it. Here‚ five Czech-based experts who were involved in advising on its creation discuss its features‚ attractions‚ and some lingering questions that have yet to be resolved.