Financial Services & Tax

Articles

Insure against tax

There are several ways of reducing inheritance tax exposure, each more complicated than the last, but is insurance the easiest of the bunch?

Blacklists - what do they achieve?

Given the implications which will inevitably arise from being included in a blacklist of any sort, you might expect a body with the stature of the European Commission to take a more measured approach

A matter of luck?

Without sufficient state funding for the Care Act, those in need of care will be left counting on nothing but their lucky stars, warns Maria Meek

Out of reach

What happens when a UK resident client who can no longer manage their financial affairs has assets in Guernsey, ponders Alison MacKrill

A fool's errand?

The legitimacy of asset protection trusts is highly questionable given that the Care Act specifically guards against the deliberate deprivation of asset

60-second interview: Daniel Freedman

Daniel Freedman tells PCA that the wealth management industry needs to understand that only solutions can solve problems, not new products

A watchful eye

The HMRC tax investigation machine is not exclusively targeting high-net-worth individuals; everyone needs to be careful, especially when dealing with inheritance tax, cautions Nick Mendoza

Spoilt for choice

Caribbean international financial centres are markedly improving their offerings to global offshore clients to very good effect