Why we’ve partnered with FUTRLI
Proactive, not reactive Traditionally accountants help with your figures in a historical and reactive way. They would review what happened last month, quarter or year. …
Wealth Planning
UK Trust Reporting – Part 2. Is the Trust a Financial Institution?
Is the trust a Financial Institution or a NFFE (non-financial foreign entity)? The rules surrounding the classification of an FI are complex. Broadly speaking, for …
UK Trust Reporting – Part 2. Is the Trust a Financial Institution? Read More »
UK Trust Reporting – Part 1. FATCA Consideration
FATCA – what is it? The Foreign Account Tax Compliance Act provisions (commonly known as ‘FATCA’) form part of US legislation aimed at reducing …
UK Trust Reporting – Part 1. FATCA Consideration Read More »
Reduction in the Pension Annual Allowance for Individuals earning more than £150,000 a year
In the last Budget Chancellor George Osborne announced the reduction in the Annual Allowance for those with ‘adjusted’ taxable incomes of over £150,000. This definition …
What are the latest Inheritance Tax changes?
With so many changes afoot with inheritance tax and the rules of succession, now more than ever it is time to consider whether you have …
How are dividends taxed?
Dividends, where are we now? The announcement that will have sent shock waves through many owner-managed businesses and shareholders is the Chancellor’s radical proposed changes …
Landlords – Watch out, change is about!
Summer Budget 2015 contained one or two unpleasant surprises, especially if you are a landlord and liable to higher rate tax. Chancellor George Osborne announced …
The Autumn Statement 2015
George Osborne spoke for sixty seven minutes in his combined Comprehensive Spending Review and Autumn Statement. As a rough estimate maybe two or three of …
Triple Awards for B&B Dealmakers
This month the firm was named “Best for Management Buy-Outs and Best Corporate Finance Team – UK” at the Finance Awards run by Acquisition International. …
Warning! Proposed Changes to Private Residence Relief
HMRC is currently consulting on its proposals to extend the scope of capital gains tax to include non residents selling UK residential property. Contained within …
Warning! Proposed Changes to Private Residence Relief Read More »