Other Private Client Topics Articles

Are You a Sophisticated Investor?

In March 2005, the rules relating to approaching people regarding financial promotions were relaxed so that so called ‘sophisticated investors’ and high net worth individuals...

Are You a Sophisticated Investor?

In March 2005, the rules relating to approaching people regarding financial promotions were relaxed so that so called ‘sophisticated investors’ and high net worth individuals...

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Other Private Client Topics News

Tax Avoidance Schemes – Take CareNovember 17, 2016

Entering into tax avoidance schemes is not for the faint-hearted and, once embarked upon, they can be very difficult to leave. In one case, participants...

Tax Avoidance Schemes – Take CareNovember 17, 2016

Entering into tax avoidance schemes is not for the faint-hearted and, once embarked upon, they can be very difficult to leave. In one case, participants...

When is a Loss Not a Loss?November 4, 2016

Capital Gains Tax (CGT) is a complex tax, but the guiding principle is straightforward. It taxes gains on the disposal of non-trading assets. For a...

When is a Loss Not a Loss?November 4, 2016

Capital Gains Tax (CGT) is a complex tax, but the guiding principle is straightforward. It taxes gains on the disposal of non-trading assets. For a...

IHT – Don’t Forget Annual ReliefsOctober 13, 2016

Inheritance Tax (IHT) is an increasingly significant problem for many people, but it is also sometimes described as a 'voluntary tax' because it is a...

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