top five mistakes when buying overseas properties
Many people seem to leave the rational part of their brains at home when they begin to contemplate buying a property overseas, according to UK-based overseas property expert Simon Conn…
Tax & Technical
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how to make an exit discretionary trusts
Discretionary trusts are an increasingly popular solution for inheritance tax planning, and an understanding of the tax regime for these trusts is crucial. One factor to consider is the exit charge that accrues when capital leaves the trust.
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why dtas can be bad for your health
So much has been said or falsely claimed about double tax agreements (DTAs) that a reader could well have the mistaken impression that a QROPS based in a country with the most DTAs was by definition the best solution.
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how to use discounted gift trusts
Chris Lean, a consultant at Prague based Square Mile Financial Services explains when to use a discounted gift trust.
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paying adviser fees from a trust
The introduction of the RDR has changed how advisers are remunerated. Here, Canada Life’s Neil Jones explains how a trust can continue to pay its advisers.
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beware the bite of the year of the snake
This year sees the arrival of RDR-compliance and a tax residency test, plus the continuing tax avoidance furore, all with important consequences for advisers, says Standard Life International's Julie Hutchison.
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a year to remember
A proper understanding of the inheritance tax regime for discretionary trusts will help you organise the investment bond withdrawals needed to pay tax due.
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a platform for future growth
International Adviser brought together representatives from across the industry to explore how international fund and investment platforms operate in different jurisdictions. We asked whether the international space will develop as it has in the UK, and what are its drivers?
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fatca model 2 agreement explained
International law firm Withers Worldwide explains the “Model 2” intergovernmental agreement for FATCA facilitation released by the US Treasury yesterday.
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dont be docile about domicile
Determining a client’s domicile should be the starting point for any adviser who is establishing an individual’s tax liability, says Prudential's technical manager Gerry Brown.
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working the tax system
Tax avoidance, or ‘abuse’ as the Treasury would see it, has long been a problem for HMRC. From next April new legislation, known as GAAR, could be in place to clamp down on perceived abusers. How will it affect you and your clients?
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ten reasons to use a trust
There is often a popular misconception that financial advisers only sell products and little mention is made of the financial planning aspects of their services.