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London Market

Shifting sands

16 February 2018
We suspected that a rise in market volatility was likely in 2018 – but of course, no-one knew how or when it would play out. That risk seemed very far from investors’ collective consciousness as global stockmar ...

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Settlors and problems with mental capacity

16 February 2018
The issues surrounding mental capacity are ever more topical which is not really surprising given the increasingly aging population. Financi ...

Tax-Year-End planning for individuals

05 February 2018
TABLE OF CONTENTS Introduction Income tax Capital gains tax Inheritance tax Using tax-efficient investments Pensions End of year tax planni ...

Pensions and divorce

02 February 2018
Pension simplification in 2006 and then pension freedoms in 2015 have changed the face of retirement so significantly that their impact on o ...

Seven scenarios for seven stockmarkets

23 January 2018
Global growth can easily be described as ‘humming’ and the world seems to have confidence in that growth, be that trade led or domestically ...

Trusts and attempts to avoid creditors »
One of the reasons for setting up a trust is to set aside property as separate from one’s personal assets. One of the benefits of this is that assets which are held in a trust are protected from creditors, for example should the settlor become insolvent or be declared bankrupt. However, there are limits on such protection as explained below.
2017 Pensions Round-Up »
As years go 2017 hasn’t been the worst year for pensions even with three Finance Bills being published but there have been some significant and some less significant changes to comment on. I can’t comment on all of the changes but here is a selection of some of those of more importance.
Autumn Budget 2017 - at a glance »
An 'at a glance' briefing for CII members following the Autumn Budget.
I can see into the future... »
It’s that time of the year again where the ‘crystal balls’ are hard at work. The next Budget is in sight and the rumours of culling higher rate tax relief are high on the prediction list. Not to be accused of predicting the same changes as last Budget(s), this time we are hearing that it may just be older people that will see the cut in tax relief with younger people possibly reaping the benefits.  Makes a change from hearing about PCLS losing its tax free status.
Tax planning - chargeable event gains on UK investment bonds »
In this article it is assumed that the reader is conversant with the general rules surrounding top-slicing relief which could apply when a UK investment bond (Bond) is encashed/surrendered.
Charitable gifts and trusts »
Last month we looked at a case involving a charity, who was the beneficiary in remainder under a trust, taking the trustees to Court to obtain information about the trust. In fact, there have been many cases reported recently where charities have been involved in litigation, for which many have been roundly criticised.
Charitable trusts and wills »
Last month we looked at the subject of charitable legacies and the various ways a Will can be structured to ensure that not only the lower (36%) inheritance tax rate is achieved but that the testator's practical aims are achieved. 
Governance, risk and compliance »
The text available here is an extract of the report "Governance, risk and compliance - the UK insurance industry. Timetric, October 2017". It discusses the regulatory trends for segments and categories in the UK.
The Indonesian insurance industry »
The text available here is an extract of the report "The Indonesian insurance industry - governance, risk and compliance. Timetric. October 2017". It provides an insight into the regulations applicable for different insurance segments and categories in Indonesia.
Governance, risk and compliance »
The text available here is an extract of the report "Governance, risk and compliance - the Moroccan insurance industry. Timetric, October 2017". It provides the regulations for different segments and categories of insurance. The Code of Insurance stipulates provisions and regulations for life, property, motor, liability and personal accident and health insurance policies in Morocco.
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