giving in the right order
The International Adviser Tax Panel’s most recent addition, Glen McIlroy, explains how gifts from an estate can be used to mitigate IHT liabilities.
Tax & Technical
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les mis trust
UK trusts with French beneficiaries, assets or trustees could face a 10,000 tax charge this year. Standard Life Internationals Julie Hutchison explains why.
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gaar advocates sticking to the straight and narrow
Plans to introduce a General Anti-Avoidance Rule should not worry IFAs using sensible tax mitigation measures says Standard Life Intls head of international technical insight Julie Hutchison.
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fatca a burden lifted
Despite revisions to the proposed FATCA rules, significant work lies ahead for firms who want to comply, write Nick Matthews and Matt Haddow of Kinetic Partners.
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should redknapp have gone to court
Simon Danaher discusses the Harry Redknapp tax case with industry experts and asks whether it was a good use of taxpayers money.
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redknapp what the jury will consider
The jury is expected to begin considering its verdicts for the criminal cases being brought against Tottenham Hotspurs manager Harry Redknapp and former boss, Milan Mandaric, today. Here, Prudentials Gerry Brown looks at the principles of the case.
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the new qrops legislation explained
Following the release of the second draft of QROPS legislation, there has been widespread concern about the future of the industry. Rex Cowley of Newdawn Consultancy & Research provides an overview of each QROPS jurisdiction and finds that its business as usual.
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saving for a rainy day
State and occupational pension schemes may not be sufficient but there are other options, writes Luanne Ahearne, technical consultant at Royal London 360°.
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minimising currency risk
Mitigating currency risk in a clients portfolio should be a key concern for advisers in today’s uncertain economic climate, says Guardian Wealth Managements David Howell.
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eurbs are they the new qrops for expatriates
Mike Coady, group director at deVere Group, considers whether European Union retirement benefits schemes are the new QROPS for peripatetic EU clients.
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its qrops jim but not as we know it
Guardian Wealth Managements David Howell says the industry needs to offer well reasoned objections to some of the recent HMRC proposals.
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dodging the tax man
Prudentials Gerry Brown explains how a tax avoider recently won a case in the UKs Court of Appeal against HM Revenue & Customs, despite admitting participating in “artificial tax avoidance”.