a simple matter of trust
Trusts are under used by the international advisory community, argues Chris Lean of Square Mile Financial Services, but are actually simpler than people think.
Tax & Technical
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dispelling the tax haven myth
New research into the behavior of finance centres dispels the myth that so-called "tax havens" are poorly regulated and secretive, according to Jersey Finance's Geoff Cook.
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a new beginning for offshore
As the world moves closer to the implementation of RDR, cynics have been vocal about the end of offshore investing. But there are many misconceptions about relevance and a compelling case can still be made for the platform
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crystallising your retirement
In light of recent controversies over tax-avoidance schemes, it can be easy to urge caution when approaching offshore bonds. However, says Friends Providents Brendan Harper, these can still provide legitimate opportunities in the crystallisation process of future retirement planning structures
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time apportioned reduction changes
Last week, HMRC published a consultation to propose changes to the time apportioned relief tax regime. Here Prudentials Gerry Brown explains what the revenue has set out to do.
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key provisions of the recent facta model
Law firm Withers Worldwide explains the recent FACTA agreements signed between the US, France, Germany, Italy, and Spain and highlights a number of key questions the agreements raise.
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factd off with fatca
Like it or not, the US Foreign Account Tax Compliance Act is happening and is just around the corner. Here Royal London 360°s technical marketing manager, Neil Chadwick, explains its impact.
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intl private medical coverage is a form
Ron Buchan, chief executive of Dublin-based Allianz Worldwide Care, argues that a well-thought-out wealth preservation strategy should not ignore private health insurance.
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the offshore advisers a to z in full P2
M The Mirrlees Review commissioned by the Institute of Fiscal Studies looked at how a modern tax regime should operate. The thinking from Mirrlees is expected to feature in any Office of Tax Simplification’s review of capital taxes. The recommendations include abolishing the current IHT regime in favour of a lifetime capital transfer tax. The…
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the offshore advisers a to z in full P1
Can you guess what Z is? Read the second instalment of the offshore advisers A to Z plus a recap of A to L, from Standard Life Internationals Julie Hutchison.
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mansion tax plan catches eye of wealth
Gerry Brown, technical manager at Prudential,looks at how the UK’s proposed ‘mansion tax’ scheme is likely to hit HNWIs whose pricey UK properties have avoided certain taxes until now, by being held via offshore entities.
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tax avoidance boon or bane
With tax avoidance high on the media agenda, Jersey Finance CEO Geoff Cook calls for a simpler tax system which provides greater certainty for all parties.