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FOR FINANCIAL ADVISERS ONLY
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Information about foundations

This article explains what a foundation is, why they are created and highlights the differences between Isle of Man foundations and foundations, generally. Topic:Nominations
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VAT & Portfolio Management Services

This article provides a summary of the recent Opinion of the Advocate General in the case of Finanzamt Frankfurt am Main V-Höchst v Deutsche Bank AG (Case C 44/11). Topic:Legislation
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Creating a lasting power of attorney

Execution, creation and revocation of a lasting power of attorney in England and Wales; and whether an attorney can make gifts or act as a trustee on behalf of the donor. Topic:Powers of Attorney
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You can run, but you can’t hide

UK HM Revenue and Customs (HMRC) have made it very clear that it is not acceptable for those with overseas assets to not pay UK taxes where they are liable to do so. This article explains the measures the UK Government has put in place and the effect these measures have on UK taxpayers. Topic:Legislation
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There's no escaping FATCA

By introducing FATCA, the US hopes to gather a sizeable amount of tax owed by US persons. Gordon Andrews tells us more. Topic:Legislation
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Singaporean Law Nominations

The aim of this article is to provide a guide to Singaporean law nominations, as well as addressing a range of questions which may arise. Topic:Nominations
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Moving abroad with confidence

This article provides an overview of some areas that your clients should consider before moving from the UK. Topic:Residency/Domicile
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EU regulation on Packaged Retail Investment Products

The aim of this document is to provide a brief overview of the EU regulation on Packaged Retail Investment Products and key information documents for investment products. Topic:Regulation
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Deemed Domicile & Excluded Property Trusts

This article discusses the concept of deemed domicile and explains why due to recent government proposals, it may be advisable to consider an excluded property trust sooner rather than later. Topic:Residency/Domicile
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Understanding UK domicile

This article explains the concept of UK domicile and the number of different ways UK domicile can be acquired. Topic:Residency/Domicile

Financial Adviser Verification

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