High Net Worth
Current Issue » FEATURES » Tax Planning
New Disclosure Opportunity: the tax man strikes back

HM Revenue & Customs (HMRC) has announced details of its new disclosure initiative whereby those with unpaid taxes linked to offshore interests may settle their UK tax liabilities at favourable penalty rates.

James Odds of Matthew Arnold & Baldwin

Tax in the City

You’ll be happy to hear that this is not another article about Sir Fred’s pension, but rather, this is a brief review of how the recession can give rise to opportunities for inheritance tax (IHT) planning.

Howard Burns

Howard Burns of Lewis Hymanson Small

Plan ahead to tackle IHT rules

Recent unexpected changes to the way the taxman applies inheritance tax rules mean people must be even more careful when planning their will, according to Howard Burns, wills and probate partner at law firm Lewis Hymanson Small. Click here to read the full article.

Howard Burns

Howard Burns is is wills and probate partner at Lewis Hymanson Small

Plan ahead to tackle IHT issues

Howard Burns is wills and probate partner at national law firm Lewis Hymanson Small. Here, he gives advice about how to limit the inheritance tax burden, following changes to the rules.

Gerry Warner - protection development manager, Zurich Financial Services

Avoiding ensnarement in the death trap

Advisers who are up to speed on the issue of inheritance tax mitigation can offer a range of solutions and have a great opportunity to add real value to both existing and new clients, says Gerry Warner

Peter Sudlow

Analysis, advice and assurance is just the start of a day’s work

The role of a sole practitioner is a busy and varied one, as Peter Sudlow explains.

Leonie Kerswill, PricewaterhouseCoopers

The changing rules of remittance for non-doms

The latest tax changes emerging from this year’s Budget have raised several issues concerning high net worth individuals, with the treatment of non-doms being of particular interest.

E-mail Updates

Poll

Relationships with discretionary fund managers (DFMs) will become more important with IFAs as we move towards RDR.

  • Absolutely. Can't do it myself, so why not get a specialist to manage my investment process?
  • Yes, I intend to use DFMs when they are suitable for specific clients, but not across the board.
  • Not sure. I have mixed feelings about outsourcing the investment.
  • No, I've had bad experiences in the past and I'm not sure I would trust a DFM with my clients.
  • Over my dead body. You couldn't pay me to use a DFM.
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