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Tax & Technical

why use a structured note

Tax & Technical | 25 Mar 14

why use a structured note

In the first of this two-part feature, Platinum Financial Services’ Harpreet Sajjan explains how the use of a structured note can help your clients hit their investment targets.

notes on Osbornes budget for the offshore

Tax & Technical | 20 Mar 14

notes on Osbornes budget for the offshore

Beer drinkers and players enjoying free bingo games to play were not the only ones Chancellor George Osborne addressed in his budget; as Prudential’s Gerry Brown reports, he included provisions affecting non-natural persons, Offshore employment intermediaries, and other individuals and entities of the offshore world...

discretionary trusts need not be

Tax & Technical | 11 Mar 14

discretionary trusts need not be

Much has been made of the complicated IHT and exit charges on discretionary trusts, but the income tax calculations are equally as complex. Mark Green, of I-Tax Solutions, offers financial advisers a simple, non-controversial method of mitigating the taxation

are your clients protected from the lifetime

Tax & Technical | 10 Feb 14

are your clients protected from the lifetime

As the drop in the lifetime allowance looms, Brooklands Pension’s Chris Melville runs through the changes and the options open to your clients.

the czech republics new trust law

Tax & Technical | 22 Jan 14

the czech republics new trust law

The Czech Republic’s trust law is just 23 days old today‚ but already‚ wealth managers there and elsewhere are keen to learn more about it. Here‚ five Czech-based experts‚ who were involved in advising on its creation‚ and who are now involved in putting some of the jurisdiction’s first trusts together‚ discuss its features‚ attractions‚ and some lingering questions that they say have yet to be resolved.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.