Planning: What's new...
All of our latest articles and planning news from the offshore world.
Technical Newsletter - July 2021
July’s newsletter contains information regarding RL360, United Kingdom, Costa Rica, South Africa and Mexico.
Technical Newsletter - June 2021
June's newsletter contains information regarding global taxation, bare trusts, UAE, Switzerland and the UK.
Technical Newsletter - May 2021
May's newsletter contains information regarding the benefits of investing in an RL360 insurance based product in the Isle of Man and information on pension sharing orders. Also updates on Ireland, Chile, USA and Australia.
Technical Newsletter - April 2021
April's newsletter contains information regarding RL360, guidance on various UK topics including Time Apportionment Relief and Top Slicing Relief. Also updates on Portugal and New Zealand.
Technical Newsletter - March 2021
March's newsletter contains information regarding RL360, guidance on being a trustee, the United Kingdom, Italy, Peru and more.
Technical Newsletter - February 2021
February's newsletter contains information on updates to the Beneficiary Trust and RL360 trusts suitable for IHT planning. Also updates on the United Kingdom, Greece, Uruguay and more.
Technical Newsletter - January 2021
January's month’s newsletter contains information regarding RL360, the United Kingdom, Japan, Argentina and more.
Technical Newsletter - December 2020
Decembers's newsletter contains information regarding the United Kingdom, Canada, New Zealand and others.
Technical Newsletter - November 2020
Novembers's newsletter contains information regarding latest RL360 documents, the United Kingdom, Oman, Spain, Mexico and more.
Technical Newsletter - October 2020
October's newsletter contains information regarding the UK, Argentina, China and many more.
Technical Newsletter - September 2020
September's newsletter contains information regarding the Isle of Man, Costa Rica, India and many more.
Technical Newsletter - August 2020
August's newsletter contains information regarding Mexico, Belgium, UAE and many more.
Technical Newsletter - July 2020
July's newsletter contains information on DAC6, UK SDLT, India, South Korea and much more.
Technical Newsletter - June 2020
June’s newsletter details the US Trade Representative’s response to the Digital Service Tax, HMRC’s measures to tackle fraudulent claims under the UK furlough scheme as well as technical news from Denmark, Kenya, Argentina and others.
Technical Newsletter - May 2020
This month’s newsletter contains important information about RL360's AEOI requirements as well as technical news from the UK, Netherlands, Brazil, USA, Columbia and Thailand.
Technical Newsletter - April 2020
This month’s newsletter contains information regarding the United Kingdom, Costa Rica, Russia, Greece and others.
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.