Planning: What's new...
All of our latest articles and planning news from the offshore world.
Technical Newsletter - March 2020
This month’s newsletter contains information regarding Cayman Islands, Hong Kong, Ireland, Spain, the UK and many more.
Technical Newsletter - February 2020
This month's subjects include Chile's tax reform bill, updates to Portugal's Golden Visa scheme, HMRC's proposed exemptions to the registration of express trusts and South Africa's expat tax.
Technical Newsletter - January 2020
Welcome to the first edition of our new technical newsletter. Packed full of the latest technical news from around the world, we hope you will find this useful and relevant when you are considering the planning needs of your clients.
Taxation of highly Personalised Portfolio Bonds (PPB) for UK residents
A Personal Portfolio Bond (PPB) is a life assurance or capital redemption plan that gives the investor freedom to invest in a wide range of assets beyond those described with the PPB legislation.
Offshore bonds for UK expatriates
With many expatriates earning salaries in tax free jurisdictions, offshore bonds can be an ideal investment for individuals looking to make the most of the financial planning and tax mitigation strategies they offer.
UK Inheritance Tax Planning Using Whole of Life Assurance
Anyone who is UK domiciled or is deemed UK domiciled is subject to UK Inheritance Tax (IHT) on their worldwide assets.
Trust Planning - The Good, The Bad & The Ugly
What is good about trusts, where things can go wrong and what happens where situations arise that were never considered or anticipated at the outset.
Tax planning for Non UK domiciled Individuals (Non-Doms)
Offshore bonds may provide a solution for long term UK resident non doms who are currently paying, or who face paying, an annual Remittance Basis Charge. Read on to find out why.