Planning news and articles

Technical Newsletter - September 2024 - Published: 30 Sep 2024

This month’s newsletter contains information regarding United Kingdom, Brazil, Cayman Islands, Colombia, and Bahrain.

Technical Newsletter - September 2024 - Published: 30 Sep 2024

This month’s newsletter contains information regarding United Kingdom, Brazil, Cayman Islands, Colombia, and Bahrain.

Technical Newsletter - August 2024 - Published: 31 Aug 2024

This month’s newsletter contains information regarding IFGL Global Trusts, the United Kingdom, Gibraltar, Italy, Canada, South Africa and Cayman Islands.

Technical Newsletter - July 2024 - Published: 31 Jul 2024

This month’s newsletter contains information regarding IFGL Global Trusts, the United Kingdom, Gibraltar, Jersey, Spain, Turkey, Oman and Singapore.

Technical Newsletter - June 2024 - Published: 30 Jun 2024

This month’s newsletter contains information regarding IFGL Global Trusts, the United Kingdom, Switzerland, Greece, Luxembourg, US, South Africa, New Zealand and Australia.

Technical Newsletter - May 2024 - Published: 31 May 2024

This month’s newsletter contains information regarding the United Kingdom, Jersey, Greece, Portugal, Canada, Peru and Australia.

Technical Newsletter - April 2024 - Published: 24 Apr 2024

This month’s newsletter contains information regarding the United Kingdom, Argentina, Canada, Singapore and Australia.

Technical Newsletter - March 2024 - Published: 28 Mar 2024

This month’s newsletter contains information regarding the Isle of Man, United Kingdom, Germany, Japan, United Arab Emirates, and the United States.

Technical Newsletter - February 2024 - Published: 29 Feb 2024

This month’s newsletter contains information regarding the United Kingdom, Italy, Canada, US, New Zealand, Australia and Singapore.

Technical Newsletter - January 2024 - Published: 31 Jan 2024

This month’s newsletter contains information regarding the United Kingdom, Sweden, Bermuda, United States, United Arab Emirates, and Singapore.

Technical Newsletter - December 2023 - Published: 18 Dec 2023

This month’s newsletter contains information regarding United Kingdom, Italy, Denmark, Brazil, Canada, UAE, Hong Kong, Malaysia and Thailand.

Technical Newsletter - October 2023 - Published: 07 Nov 2023

This month’s newsletter contains information regarding the United Kingdom, Ireland, Portugal, Canada, United States, and Australia.

Technical Newsletter - September 2023 - Published: 06 Oct 2023

This month’s newsletter contains information regarding the United Kingdom, Cyprus, Canada, Costa Rica, Cayman Islands, New Zealand and Thailand.

Technical Newsletter - August 2023 - Published: 31 Aug 2023

This month’s newsletter contains information regarding the United Kingdom, Spain, Bermuda, Peru, Mauritius and Indonesia.

Technical Newsletter - July 2023 - Published: 31 Jul 2023

This month’s newsletter contains information regarding the United Kingdom, Gibraltar, Germany, Chile, South Africa, Kenya, Singapore and Australia

Technical Newsletter - June 2023 - Published: 30 Jun 2023

This month’s newsletter contains information regarding the United Kingdom, The Netherlands, Mauritius, South Africa, and the UAE.

Technical Newsletter - May 2023 - Published: 31 May 2023

This month’s newsletter contains information regarding United Kingdom, Switzerland, Cyprus, Sweden, Brazil, UAE, Singapore, Hong Kong, India and New Zealand.

Technical Newsletter - April 2023 - Published: 30 Apr 2023

This month’s newsletter contains information regarding the United Kingdom, Luxembourg, Brazil, Canada, UAE , Australia and Singapore.

Technical Newsletter - March 2023 - Published: 20 Mar 2023

This month’s newsletter contains information regarding the United Kingdom, The Netherlands, France, UAE, South Africa, Qatar, India and Hong Kong.

Technical Newsletter - February 2023 - Published: 10 Feb 2023

This month’s newsletter contains information regarding the United Kingdom, Norway, UAE, Argentina, Brazil and Japan.

Technical Newsletter - November 2022 - Published: 30 Nov 2022

This month’s newsletter contains information regarding the Autumn statement, Benefits of an offshore bond, our Excluded Property Trust, the United Kingdom, Finland, Spain, America, Uruguay, UAE and Hong Kong.

Technical Newsletter - October 2022 - Published: 31 Oct 2022

This month’s newsletter contains information regarding the UK, Netherlands, Switzerland, UAE, Australia and Japan.

Technical Newsletter - September 2022 - Published: 30 Sep 2022

This month’s newsletter contains information regarding the United Kingdom, Finland, Switzerland, Spain, Argentina, Brazil, South Africa, Australia and New Zealand.

Technical Newsletter - August 2022 - Published: 31 Aug 2022

This month’s newsletter contains information regarding Time Apportionment Relief, Trust Registration Service, changes in the United Kingdom, Cyprus, Columbia and the UAE.

Technical Newsletter - July 2022 - Published: 28 Jul 2022

This month’s newsletter contains information regarding the United Kingdom, Gibraltar, Chile, Mauritius, Australia and Hong Kong.

Technical Newsletter - June 2022 - Published: 30 Jun 2022

This month’s newsletter contains information regarding United Kingdom, Europe, Argentina, Honduras, Türkiye, Gulf Cooperation Council and Singapore.

Technical Newsletter - May 2022 - Published: 31 May 2022

This month’s newsletter contains information regarding Trusts, Trust Registration Service, UK IHT, Singapore, India, Australia and New Zealand

Technical Newsletter - April 2022 - Published: 29 Apr 2022

This month’s newsletter contains information regarding the RL360 adviser website, tax avoidance schemes, excluded property trusts, the United Kingdom, Europe and amendments to income tax in Singapore, Mexico and Brazil.

Technical Newsletter - March 2022 - Published: 31 Mar 2022

This month’s newsletter contains information regarding the Lifetime Allowance Test, United Kingdom, Brazil, South Africa, Hong Kong and Malaysia.

Technical Newsletter - February 2022 - Published: 22 Feb 2022

This month’s newsletter contains information regarding the RL360 SIPP, Loan Trusts, the OECD, the United Kingdom, Spain, Indonesia, and the United Arab Emirates

Technical Newsletter - January 2022 - Published: 14 Feb 2022

This month’s newsletter contains information regarding the United Kingdom Switzerland, the United States, and Malaysia, UK CGT, Crypto Assets and the winding up of trusts.

Technical Newsletter - November 2021 - Published: 30 Nov 2021

November’s newsletter contains information regarding the United Kingdom, Italy, Portugal, Canada, and Malaysia.

Technical Newsletter - October 2021 - Published: 31 Oct 2021

October’s newsletter contains information regarding Trust Registration Service, global taxation, UK, France, Ireland, United States and Taiwan.

Technical Newsletter - September 2021 - Published: 30 Sep 2021

September’s newsletter contains information regarding the Bahrain, Ecuador, Europe, United Kingdom and United States.

Technical Newsletter - August 2021 - Published: 31 Aug 2021

August’s newsletter contains information on RL360, Canada, Colombia, Mauritius, Singapore, and the United Kingdom.

Technical Newsletter - July 2021 - Published: 27 Jul 2021

July’s newsletter contains information regarding RL360, United Kingdom, Costa Rica, South Africa and Mexico.

Technical Newsletter - June 2021 - Published: 01 Jul 2021

June's newsletter contains information regarding global taxation, bare trusts, UAE, Switzerland and the UK.

Technical Newsletter - May 2021 - Published: 31 May 2021

May's newsletter contains information regarding the benefits of investing in an RL360 insurance based product in the Isle of Man and information on pension sharing orders. Also updates on Ireland, Chile, USA and Australia.

Technical Newsletter - April 2021 - Published: 29 Apr 2021

April's newsletter contains information regarding RL360, guidance on various UK topics including Time Apportionment Relief and Top Slicing Relief. Also updates on Portugal and New Zealand.

Technical Newsletter - March 2021 - Published: 26 Mar 2021

March's newsletter contains information regarding RL360, guidance on being a trustee, the United Kingdom, Italy, Peru and more.

Technical Newsletter - February 2021 - Published: 28 Feb 2021

February's newsletter contains information on updates to the Beneficiary Trust and RL360 trusts suitable for IHT planning. Also updates on the United Kingdom, Greece, Uruguay and more.

Technical Newsletter - January 2021 - Published: 31 Jan 2021

January's month’s newsletter contains information regarding RL360, the United Kingdom, Japan, Argentina and more.

Technical Newsletter - December 2020 - Published: 24 Dec 2020

Decembers's newsletter contains information regarding the United Kingdom, Canada, New Zealand and others.

Technical Newsletter - November 2020 - Published: 30 Nov 2020

Novembers's newsletter contains information regarding latest RL360 documents, the United Kingdom, Oman, Spain, Mexico and more.

Technical Newsletter - October 2020 - Published: 04 Nov 2020

October's newsletter contains information regarding the UK, Argentina, China and many more.

Technical Newsletter - September 2020 - Published: 12 Oct 2020

September's newsletter contains information regarding the Isle of Man, Costa Rica, India and many more.

Technical Newsletter - August 2020 - Published: 01 Sep 2020

August's newsletter contains information regarding Mexico, Belgium, UAE and many more.

Technical Newsletter - July 2020 - Published: 03 Aug 2020

July's newsletter contains information on DAC6, UK SDLT, India, South Korea and much more.

Technical Newsletter - June 2020 - Published: 30 Jun 2020

June’s newsletter details the US Trade Representative’s response to the Digital Service Tax, HMRC’s measures to tackle fraudulent claims under the UK furlough scheme as well as technical news from Denmark, Kenya, Argentina and others.

Technical Newsletter - May 2020 - Published: 31 May 2020

This month’s newsletter contains important information about RL360's AEOI requirements as well as technical news from the UK, Netherlands, Brazil, USA, Columbia and Thailand.

Technical Newsletter - April 2020 - Published: 30 Apr 2020

This month’s newsletter contains information regarding the United Kingdom, Costa Rica, Russia, Greece and others.

Technical Newsletter - March 2020 - Published: 31 Mar 2020

This month’s newsletter contains information regarding Cayman Islands, Hong Kong, Ireland, Spain, the UK and many more.

Technical Newsletter - February 2020 - Published: 27 Feb 2020

This month's subjects include Chile's tax reform bill, updates to Portugal's Golden Visa scheme, HMRC's proposed exemptions to the registration of express trusts and South Africa's expat tax.

Technical Newsletter - January 2020 - Published: 31 Jan 2020

Welcome to the first edition of our new technical newsletter. Packed full of the latest technical news from around the world, we hope you will find this useful and relevant when you are considering the planning needs of your clients.

Offshore bonds an alternative to pensions? - Published: 04 Dec 2019

This article will explain some of the benefits of how using an offshore bond could be an alternative or addition to a pension plan for your client.

Taxation of highly Personalised Portfolio Bonds (PPB) for UK residents - Published: 06 Oct 2019

A Personal Portfolio Bond (PPB) is a life assurance or capital redemption plan that gives the investor freedom to invest in a wide range of assets beyond those described with the PPB legislation.

UK Inheritance Tax Planning Using Whole of Life Assurance - Published: 05 Oct 2019

Anyone who is UK domiciled or is deemed UK domiciled is subject to UK Inheritance Tax (IHT) on their worldwide assets.

Offshore bonds for UK expatriates - Published: 05 Oct 2019

With many expatriates earning salaries in tax free jurisdictions, offshore bonds can be an ideal investment for individuals looking to make the most of the financial planning and tax mitigation strategies they offer.

Trust Planning - The Good, The Bad & The Ugly - Published: 03 Oct 2019

What is good about trusts, where things can go wrong and what happens where situations arise that were never considered or anticipated at the outset.

Tax planning for Non UK domiciled Individuals (Non-Doms) - Published: 08 May 2019

Offshore bonds may provide a solution for long term UK resident non doms who are currently paying, or who face paying, an annual Remittance Basis Charge. Read on to find out why.

Increase flexibility with our Capital Redemption Bond - Published: 01 Jul 2014

We have recently added a Capital Redemption variant to our Quantum, Oracle and PIMS products. Technical Manager Neil Chadwick explains how choosing a CRB can offer extra flexibility to your clients.

Changes to the taxation of UK residential properties - Published: 27 Jun 2013

For many years it has been commonplace for non-UK residents to hold UK residential property through corporate structures. The advantages of this type of planning are mitigated UK inheritance tax liabilities and, more importantly for some, confidentiality.