Yearly Archives: 2014

Autumn 2014 Update - October 5, 2014
It has been a busy summer of changes affecting offshore aspects to the Wealth Planning arena. Read on...

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Family Investment Companies - October 5, 2014
A Family Investment Company (“FIC”) is an option for individuals who are considering a wealth preservation and succession planning strategy....

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HMRC changes position on foreign income/gains used as collateral or loans by UK resident, non-UK domiciled Remittance based users (“non-domiciliaries”) - October 5, 2014
HMRC changed its position from 4 August 2014 on the taxation of non-domiciliaries using foreign income/gains as collateral for borrowings...

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Lasting Powers of Attorney - October 5, 2014
A Lasting Power of Attorney is a document which allows you to appoint a person or persons (known as your...

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Lifetime Inheritance Tax Exemptions - October 5, 2014
Inheritance tax is a tax on money or possessions you leave behind when you die, and on some gifts you...

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Rule changes to the Liechtenstein Disclosure Facility (LDF) - October 5, 2014
On 14 August 2014 HMRC issued the Fourth Joint Declaration by the Government of Liechtenstein containing changes to the LDF. So...

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Verbal assurance not binding – Employment Appeal Tribunal ruling - September 19, 2014
The Employment Appeal Tribunal has held that an employer who did not increase an employee’s salary did not breach the...

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Rooks Rider Solicitors Wealth Planning Associate Completes 18.6 km Gibraltar Strait Swim - September 16, 2014
Congratulations to Robert Drysdale, tax, trusts and wealth planning specialist at Rooks Rider Solicitors, for successfully swimming one...

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STEP Asia Conference 2014 – Just one month to go! - September 8, 2014
The award winning STEP Asia Conference returns this year to Hong Kong - "One World - A New Paradigm For Wealth." The...

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Section 21 Notices – Update - September 5, 2014
The Supreme Court has refused to grant permission to appeal to the tenant in Spencer v Taylor EWCA Civ...

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