Trust Registration Service – are you in the know?
4th January 2021 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates, Private Client, Trusts and Estates by Forbes Dawson
For any private clients who have established trusts, or for professional advisers who handle/administer trusts you need to be aware of…
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Budget 2020 – should you delay your house purchase?
7th February 2020 | Posted in Articles, Budget, Private Client, Stamp Duty Land Tax by Andrew Marr
The issue In the run up to the December election Boris Johnson was making much of his plans to reform UK…
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What exactly will Sajid Javid do with Entrepreneurs’ Relief?
31st January 2020 | Posted in Articles, Budget, Business Tax, Capital Gains Tax, Private Client by Forbes Dawson
The issue While many entrepreneurs are still in celebration mode after the resounding defeat of Jeremy Corbyn, there may still be…
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Avoid discovery assessments with proper disclosure
19th July 2019 | Posted in Articles, Featured Articles, Private Client, Tax Risk and Investigations by Andrew Marr
Discovery assessments Generally a tax payer should have certainty about their tax affairs and this means that HMRC should not be…
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Social media used in tax residency cases
7th June 2019 | Posted in Articles, Featured Articles, International Tax, Private Client by Andrew Marr
The issue Since Johnny Hallyday, the famous French singer, died in 2017, there has been a battle over his £89 million…
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Supreme Court says capital gains tax payable on bond disposal
31st May 2019 | Posted in Articles, Featured Articles, Private Client by Andrew Marr
The issue In the case of Hancock v HMRC taxpayers sold their company in return for loan notes of £9.27 million,…
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New way for preference shares to jeopardise Entrepreneurs’ Relief
17th May 2019 | Posted in Articles, Business Tax, Featured Articles, Private Client by Andrew Marr
The issue A key requirement for shareholders to enjoy Entrepreneurs’ relief (ER) is that they have owned 5% of the ordinary…
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Top slicing relief – latest developments
1st May 2019 | Posted in Articles, Featured Articles, Private Client by Andrew Marr
Those of you who deal with insurance bond encashments will know the legislation is extremely complex. If you read the provisions…
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Another Entrepreneurs’ Relief blunder!
12th April 2019 | Posted in Articles, Business Tax, Featured Articles, Private Client by Andrew Marr
The issue This week we report on another tale of Entrepreneurs’ Relief woe that has arisen in the case of Philip…
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Can an EIS investment ‘convert’ residential capital gains tax rates into non-residential rates?
5th April 2019 | Posted in Articles, Private Client, Property Tax by Andrew Marr
The issue It is well known that EIS investments provide the ability for capital gains to be deferred until the EIS…
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