News

November 16, 2018An Equerry update on taxing gains made by non-UK residents on UK immovable property

The Government has now confirmed that from April 2019 non-UK residents will be subject to tax on disposals of all UK property. Currently non-UK residents are only taxable on disposals of UK residential property. All non-UK resident persons’ gains on direct disposals of UK land will be chargeable. The rate of tax will be the […]

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October 27, 2018Drawdown Pension

Why you need to know In order to understand the income withdrawal options regarding pensions. What you need to know An individual is able to take income withdrawals from any money purchase pension arrangement, provided the scheme rules permit such a benefit to be taken. Since 6 April 2015 withdrawals have been available through “flexi-access […]

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October 22, 2018CHARGEABLE EVENT GAINS AND INTERACTION WITH INCOME TAX ALLOWANCES

A recent client query has reminded Equerry Investment Management just how complicated things can get when a non-taxpayer, with relatively low amounts of income from a variety of sources, makes a large chargeable event gain on an offshore bond. So, for your information, here is a reminder of the rules. Offshore bond gains are taxed […]

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September 13, 2018Student Loans – is it a case of smoke and mirrors?

Student loans are a slippery subject. The problem starts with the word “loan”, which is near enough a half-truth. The latest estimates suggest that about 45% of outstanding student debt (original loan plus accumulated interest) will eventually be written off. How the Treasury accounts for student loans and interest has been the subject of a paper from the Office […]

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August 17, 2018Tax effects on death of a Spouse or Civil Partner

Introduction Bereavement is a difficult time, particularly when this involves the death of a spouse or civil partner. There is often a plethora of arrangements to be made, including the management of the person’s financial affairs. Ensuring that tax payments and allowances have been considered is an area which can sometimes be forgotten at this […]

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July 16, 2018Equerry asks – Should investors worry about an upsurge in US populism?

Equerry Investment Management endeavour to keep an eye on global news that could potentially have an impact on the UK and ultimately our client’s investment interests. With Donald Trump visiting the UK this week, our Branch Principal, Andrew Coveney, has taken note of a MoneyWeek article, published in their 5th July 2018 edition. Here, MoneyWeek […]

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July 8, 2018Have you considered saving for your children’s education?

25% of UK parents regret not saving earlier for their child’s education and 20% say they wish they had saved more, according to new data. It seems that more than 70% of parents contribute towards the cost of their child’s education, at a “rich mix” of fee-paying schools, colleges or university.  Despite this, less than […]

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June 6, 2018May 2018 Employment Report

Please click here to see the Raymond James Economic Research May 2018 Employment Report.    

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May 31, 2018Do you need some facts about Pension Lifetime Allowance?

Background The Lifetime Allowance (LA) is designed to limit the total pension savings an individual can accumulate tax-efficiently. Accumulated benefits in excess of the LA are taxed at rates which largely remove the tax benefits. A LA test has to be undertaken every time there is a Benefit Crystallisation Event (BCE). The following information is […]

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May 14, 2018How is your knowledge of Trusts and Taxation?

The subject of trust taxation covers income tax, capital gains tax and inheritance tax. An understanding of trust taxation will enable you and your financial adviser to better identify suitable investment opportunities. It is advisable to have an understanding of the principles of taxation in order to make sensible investment choices. When can a tax […]

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