Services A-Z     Pricing

Personal tax planning

26 February 2018

IHT and CGT - uncomfortable bedfellows? Don’t overlook possible Capital Gains Tax exposure in your Inheritance Tax Planning

Inheritance tax (IHT) and Capital Gains Tax (CGT) share the handle of 'capital' taxes. They have an uneasy relationship. They’re comfortable when doing their own thing; CGT a charge on capital profits, IHT a levy on the value in a deceased’s estate. But there are many occasions when they both come into play, giving both opportunities for effective planning and expensive traps for the unwary.

15 May 2017

United Arab Emirates - the latest "tax haven" to sign up to enhanced tax transparency

On the 21 April 2017, the United Arab Emirates (UAE) officially signed up to the Multinational Convention on Mutual Administrative Assistance in Tax Matters.

David Sleight

10 November 2016

Absolute Discretion - the right to be unreasonable?

Many modern trusts are fully discretionary. The trustees might be empowered to apply the trust assets  “...for such one or more of the beneficiaries, in such shares, at such ages, and on such trusts as my trustees shall, in their absolute and uncontrolled discretion, decide".

24 October 2016

Ten reasons not to give away the family home

Today there are over 11 million people in the UK aged over 65, and nearly 80% own their own home. Unfortunately, giving away the family home (whether outright or into trust) tends to be a pretty bad idea for a number of reasons… 

7 September 2016

HMRC publish details of new Worldwide Disclosure Facility

The Worldwide Disclosure Facility (WDF) opened on 5 September 2016 and gives people a final chance to come forward and clear up their tax affairs before HMRC begins to receive information under the OECD’s Common Reporting Standard (CRS) in 2017. 

Stephanie Mooney

Skip to content Home About Us Insights Services Contact Accessibility