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Re-Financial Planning - Update

Thursday, 18 August 2011. Personalised Portfolio Bonds and UK Situs Assets. Personalised Portfolio Bonds are taxable for UK residents based on the T&Cs of the policy permitting such investments rather than the underlying investment. UK OEICS, Unit Trusts and GILTS are excluded property for UK IHT when owned by non-UK domiciled individuals. However, the exclusion does not list UK: equities, fixed interest securities investment trusts, bank/ deposit accounts and ETFs. Re Financial Planning Limited. Moving ...

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Re-Financial Planning - Update | refinancialplanning.blogspot.com Reviews
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Thursday, 18 August 2011. Personalised Portfolio Bonds and UK Situs Assets. Personalised Portfolio Bonds are taxable for UK residents based on the T&Cs of the policy permitting such investments rather than the underlying investment. UK OEICS, Unit Trusts and GILTS are excluded property for UK IHT when owned by non-UK domiciled individuals. However, the exclusion does not list UK: equities, fixed interest securities investment trusts, bank/ deposit accounts and ETFs. Re Financial Planning Limited. Moving ...
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Re-Financial Planning - Update | refinancialplanning.blogspot.com Reviews

https://refinancialplanning.blogspot.com

Thursday, 18 August 2011. Personalised Portfolio Bonds and UK Situs Assets. Personalised Portfolio Bonds are taxable for UK residents based on the T&Cs of the policy permitting such investments rather than the underlying investment. UK OEICS, Unit Trusts and GILTS are excluded property for UK IHT when owned by non-UK domiciled individuals. However, the exclusion does not list UK: equities, fixed interest securities investment trusts, bank/ deposit accounts and ETFs. Re Financial Planning Limited. Moving ...

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1

Re-Financial Planning - Update: Have you got a Will?

http://refinancialplanning.blogspot.com/2011/08/have-you-got-will.html

Friday, 12 August 2011. Have you got a Will? This Intestacy flowchart sets out what would happen to your estate in the event of passing away without a valid Will. Re Financial Planning Limited. Subscribe to: Post Comments (Atom). Re Financial Planning Limited. Tel: 020 8209 9247. Fax: 020 8209 9284. Website: http:/ www.refp.co.uk/. Email: info@refp.co.uk. Re Financial Planning Limited. London, United Kingdom. View my complete profile. Personalised Portfolio Bonds and UK Situs Assets. Have you got a Will?

2

Re-Financial Planning - Update: February 2011

http://refinancialplanning.blogspot.com/2011_02_01_archive.html

Wednesday, 16 February 2011. Income draw down rates reduce from April 2011. HMRC has released the new GAD Tables for 2011 which see the maximum income reduce from 120% to 100% in addition the tables create a lower income at certain ages. Re Financial Planning Limited. Friday, 4 February 2011. Delay to pension income changes. Re Financial Planning Limited. Labels: access to pension savings. Subscribe to: Posts (Atom). Re Financial Planning Limited. Tel: 020 8209 9247. Fax: 020 8209 9284. The Overseas Pens...

3

Re-Financial Planning - Update: Pension unlocking - High Court freezes pension reciprocation scheme assets

http://refinancialplanning.blogspot.com/2011/07/pension-unlocking-high-court-freezes.html

Tuesday, 19 July 2011. Pension unlocking - High Court freezes pension reciprocation scheme assets. A High Court judge has issued a freezing order affecting over a million pounds of assets. Papers released by. The High Court revealed that three related firms - Ark Business Consulting, Ark Commercial Pension. Planning and Ark Commercial Retirement Planning - had been prevented by Mr Justice Henderson from. Be able to circumvent minimum pension age rules by writing loans (of up to 50% of the pension scheme.

4

Re-Financial Planning - Update: Personalised Portfolio Bonds and UK Situs Assets

http://refinancialplanning.blogspot.com/2011/08/personalised-portfolio-bonds-and-uk.html

Thursday, 18 August 2011. Personalised Portfolio Bonds and UK Situs Assets. Personalised Portfolio Bonds are taxable for UK residents based on the T&Cs of the policy permitting such investments rather than the underlying investment. UK OEICS, Unit Trusts and GILTS are excluded property for UK IHT when owned by non-UK domiciled individuals. However, the exclusion does not list UK: equities, fixed interest securities investment trusts, bank/ deposit accounts and ETFs. Re Financial Planning Limited.

5

Re-Financial Planning - Update: November 2010

http://refinancialplanning.blogspot.com/2010_11_01_archive.html

Friday, 26 November 2010. The return of "Carry Forward". HMRC have now confirmed that an individual can carry forward unused annual allowance from any year (2008/09, 2009/10 and 2010/11) during which they were a member of a registered pension scheme, regardless of whether they made any contributions during that year or had a nil pension input amount during that year. Re Financial Planning Limited. Wednesday, 10 November 2010. UK Treasury tax relief review. Re Financial Planning Limited. Tel: 020 8209 9247.

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Re-Financial Planning - Update

Thursday, 18 August 2011. Personalised Portfolio Bonds and UK Situs Assets. Personalised Portfolio Bonds are taxable for UK residents based on the T&Cs of the policy permitting such investments rather than the underlying investment. UK OEICS, Unit Trusts and GILTS are excluded property for UK IHT when owned by non-UK domiciled individuals. However, the exclusion does not list UK: equities, fixed interest securities investment trusts, bank/ deposit accounts and ETFs. Re Financial Planning Limited. Moving ...

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