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UK’s Register of Overseas Entities (“ROE”)
11th August 2022
What is it? The ROE is the UK’s application of...
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Budget Summary – 2021
28th October 2021
The central theme of Chancellor Rishi Sunak’s Autumn Budget was...
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Tax Day – 23rd March 2021
26th March 2021
In mid-February the Treasury announced that “To allow for more...
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How will Rishi fill the gap?
17th February 2021
In 2020 the Chancellor of the Exchequer, Rishi Sunak, asked...
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US Election – Our View
22nd July 2020
Few would argue the US presidential election has always been...
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Where next? – Crystal Ball Time
19th June 2020
Judging by the calls I receive these days it seems...
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Covid 19 – Our take on the current situation & markets
23rd March 2020
Although it may seem like the world is falling apart...
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Budget Update – March 2020
13th March 2020
The newly appointed Chancellor, Rishi Sunak, announced a Budget with...
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Impact of Corona Virus on Markets – Our View
1st March 2020
There’s no doubt that last week was a torrid time...
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Tax Year End Tips & Reminders
27th February 2020
As the tax year end approaches it seems like a...
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No Safe Havens 2019
14th March 2019
Alongside the Spring Statement were two new publications. The first...
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A Spring Statement in the eye of the Brexit storm
14th March 2019
The Chancellor rose in a parliament preoccupied with the ongoing...
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Moving abroad? – Don’t forget to review your protection policies
19th June 2018
Are you thinking of moving abroad with your family? More...
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4 Top Tips on Pension Transfers
31st May 2018
Whether you are looking to draw on your UK pension...
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Spring Statement 2018 – Summary
14th March 2018
The Chancellor Philip Hammond presented his first Spring Statement on...
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Budget 2017
23rd November 2017
Mr Hammond has been hemmed in on one side by...
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2017 Finance Act – Part 2 becomes law
22nd November 2017
Finance Bill 2017 to 2019 finally received Royal Assent the...
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Non-domicile reforms re-introduced – effective from 6th April 2017
14th July 2017
The Government has finally confirmed that the non-domicile reforms, which...
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Spring Budget 2017 (Key Points)
9th March 2017
The Chancellor of the Exchequer, Philip Hammond, delivered his first...
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DD-Day is less than 2 months away
24th February 2017
If you’re a non dom, then major changes are coming...
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Autumn Statement Summary
23rd November 2016
Unlike his predecessor (George Osborne) new Chancellor, Philip Hammond had...
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Never go shopping when you’re hungry
25th October 2016
Someone once told me “never go shopping when you’re hungry”,...
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Changes to the way Non Doms are taxed
22nd August 2016
Last week the UK government released a consultation document providing...
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State Pension triple lock under threat after Brexit
5th August 2016
Being members of the European Union (EU) has been good...
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Changes to the way onshore & offshore bonds are taxed in the UK
6th July 2016
At the March 2016 Budget, the UK Government announced its...
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Tougher Restrictions Proposed for Non Doms
2nd October 2015
Tougher restrictions for non-domiciles beyond those already announced in the...
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Relief for Non Doms
8th May 2015
It will come as great relief to many of our non...
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Offshore bonds get £5k tax free savings boost
29th April 2015
Offshore bonds have been given a double tax boost. Changes...
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Offshore bond withdrawal errors may be reversible
13th April 2015
According to an article in the trade magazine ‘International...
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Non-Dom Tax Status under Scrutiny
8th April 2015
The Labour Party have announced today that they intend to...
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Proposed Tax Reductions & New Exit Tax In Spain
1st October 2014
The Spanish government has announced proposed tax reforms aimed at...
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What is the difference between a Notary Public and a Solicitor Empowered to Commission Oaths?
18th September 2014
It is often confusing as to whether you need a...
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Excluded Property Trusts – It pays to plan early!
5th August 2014
Inheritance tax, or IHT as we advisers like to call...
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The Value of a British Passport
20th August 2013
I’m sure we have all moaned about the UK for...
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Know your onions when it comes to ETF’s
28th June 2013
For those readers not in the investment world and not...
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Are you a rational Investor?
24th June 2013
There is much discussion and debate in the investment world...
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The Power of Dividends
21st June 2013
High dividend paying stocks offer two things to the investor:...
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How re-investing your income can double your returns
4th February 2013
The benefits of compounding interest are clear-cut in the UK...
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HMRC to add a further 100 Tax Inspectors to the team focusing on Wealthy UK Individuals
16th January 2013
HM Revenue & Customs is to add 100 inspectors to...
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Did the Gold Bull Run End in 2012?
24th December 2012
The soaring price of gold started to ease over the...
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UK Government rumoured to be considering their own FATCA legislation
8th December 2012
Britain’s overseas territories, including the Crown Dependencies (Jersey, Guernsey &...
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HMRC sending out warning letters to participants in an avoidance scheme
3rd December 2012
HM Revenue & Customs is sending letters directly to 1,500...
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What you need to know about fund management charges
18th November 2012
The charges you pay to a fund house for looking...
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Angry Spouses Turn HMRC Informants
12th November 2012
HM Revenue & Customs is increasingly turning to the use...
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Spanish Tax Amnesty ends this Month
7th November 2012
A tax amnesty in Spain offering people with undeclared taxable...
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Recent Posts
UK’s Register of Overseas Entities (“ROE”)
Budget Summary – 2021
Tax Day – 23rd March 2021
How will Rishi fill the gap?
US Election – Our View
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