Welcome to the July 2016 edition of Personal Perspectives which was written before the EU referendum with the theme of ‘take action’.
The surprise Brexit result has made us stop and think again about the content in this edition and realise that all the areas covered remain very topical and in fact, the message of ‘take action’ is more relevant than ever in these uncertain times.
We hope you enjoy this latest edition of Personal Perspectives and the focus this time on taking action. As always, if you have any comments or feedback please do get in touch.
Danny Wyler, Chairman of ACPI Investments Group which provides wealth management services to families, talks about his varied professional career which began with his family’s grain trading company and highlights why we all can benefit from an interest in the performing arts.
Planning for future ownership and succession is one of the most pressing concerns for every business family. So what type of help is effective?
Given the uncertainty, individuals are choosing options that meet their overall commercial and family objectives whilst maintaining flexibility.
You think you should benefit from Entrepreneurs’ Relief when you sell your business — but beware — the ‘5% test’ condition is catching people out.
A new tax relief for investors in private companies can secure a 10% tax rate on qualifying capital gains.
Investors are reconsidering both the nature of their investment and the suitability of holding structures
I am about to pay UK tax on worldwide income and gains for the first time — and my UK residential property might be newly exposed to IHT both during my life time and when I die — what should I do now?
Recent developments reinforce the need for anyone owning offshore assets to take sensible precautionary measures in advance of anticipated HMRC activity.
A snapshot of developments on some of the more significant areas of change relevant to Private Clients.