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Cassette

Choice of law in Spain

This article identifies when customers can apply for a joint ownership Spanish Collective Investment Bond and which choice of law is available. Please see flowchart on the link below which provides a useful summary. Topic:Europe
Pen and calendar

Legal Entity Identifiers (LEI)

This article explains who needs a Legal Entity Identifier. Topic:Regulation
Pension policy

Finance Bill 2017 - 2019 tax measures resurrected

Finance Bill 2017 - 2019 resurrects tax changes withdrawn from Finance Act 2017 due to the election. This article shows some of the key tax measures. Topic:UK Budget
Couple meeting adviser

Protecting your client’s money - peeling back the layers of policyholder protection

An explanation of the layers of protection safeguarding policyholders with assets invested through OMI and OMII Topic:Regulation
Analysis

Dividend taxation for investors

Since April 2016 dividends received by an investor have been considered gross following the abolition of the 10% tax credit. Individuals now have a £5,000 dividend allowance, this article demonstrates how the band works. Topic:Income Tax
Couple

Succession planning using nominations and trusts

How testamentary freedom is limited by forced heirship rules and using trusts and beneficiary nominations in succession planning. Topic:Financial Planning Solutions
Couple

Succession planning using nominations and trusts

How testamentary freedom is limited by forced heirship rules and using trusts and beneficiary nominations in succession planning. Topic:Succession planning
Couple

Succession planning using nominations and trusts

How testamentary freedom is limited by forced heirship rules and using trusts and beneficiary nominations in succession planning. Topic:Nominations
Flowers house

Offshore companies holding UK Property

With the re-introduction of the finance bill 2017 , we look at the tax treatment of a non UK-domicile individual holding a UK property a through an offshore company. Topic:Corporate Investments/Taxation
Sterling notes

Options for extracting company profit

Owners may consider ways of extracting profits from their company. Reasons for this action can range from preparing to wind-up or close the company to just extracting money for personal use in an efficient way. Topic:Financial Planning Solutions

Financial Adviser Verification

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