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Technical articles | 01 Jun 2008
An offshore bond appears to offer the best of both worlds for nondomiciliaries: no £30,000 charge and no income arising basis to be taxed in the UK, provided they can keep their other overseas income below the £2,000 de minimis level.
Technical articles | 01 Jun 2008
A key change to the know-your-customer rules that has been largely overlooked by many advisers affects the design of fact finds. It is contained in the New Conduct of Business Sourcebook released in 2007. This requires investment advisers to obtain information on the client's "knowledge and...
Technical articles | 01 May 2008
The prospect of basic rate taxpayers paying no tax on their returns from offshore cash funds and higher rate taxpayers being charged just 25% ...
Technical articles | 01 Apr 2008
A major planning strategy would involve investing overseas capital into an offshore single-premium bond in one of the normal tax havens (Isle of Man, Channel Islands etc). The individual would then elect not to pay the remittance basis charge and instead accept to be assessed to UK income t...
Technical articles | 01 Mar 2008
Keith Robertson continues his throught-provoking series on how best to guide clients through the maze of investment options.  The author acknowledges with thanks the substantial correspondance following his article on the Jan/Feb 2008 edition of Financial Solutions, some of which were ...
Technical articles | 01 Mar 2008
Harvey Jones looks at efforts to bring the benefits of critical illness cover to a wider audience.  Advisers probably don't need reminding that protection is the least sexy of all, but also one of the most essential.  Mortgages and investments have traditionally had more client ap...
Technical articles | 01 Mar 2008
Keith Billinghurst asks how advisers can open lines of communication with clients looking for jargon-free advice.  This article is based on the premise that only a small percentage of people understand the language that financial services businesses use to describe the selection of inv...
News items | 01 Feb 2008
Regulatory news bulletin for February 2008
Technical articles | 01 Jan 2008
Keith Robertson believes most investment advice is based on flawed assumptions and suspect mathematics.  He argues that advisers need to think again about how to discuss investment risk with clients so as to achieve optimum asset allocation.  Risk is not well understood by the maj...
 

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