Private client compass

Private client compass | Navigating you through the tax landscape

The UK tax system is as complex as ever and the penalties for getting it wrong are at its most severe.

Below is a range of ideas for individuals, business owners and for international clients on a range of planning opportunities that are available to them.

Our role at RSM is to guide you through these complex rules, we have therefore created a series of videos on a few key ideas to help you navigate your way through the tax landscape. Watch our short video below to discover why you should start thinking about your tax planning now.

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Overview of private client compass - Gary Heynes

Overview of private client compass

We are delighted to launch the latest edition of private client compass. In this year’s publication and videos we present a range of common scenarios for things like succession planning, property ownership, for people in business or for international aspects of private client.

We also highlight some of the tax and legal issues, as well as some of the reliefs and allowances which are available. Importantly, this is not a collection of solutions.

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Offshore trusts domicile status and remittances basis - Rachel de Souza

Offshore trusts, domicile status and remittances basis

Rebasing and cleansing are two new reliefs which have been introduced for non domiciled individuals. This follows last year’s developments regarding UK tax liability on worldwide income, gains and assets.

Watch this short video to further explore what this means for individuals and how RSM can help if you would like to here more.

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Tax efficient investments - Karen Clark

Tax efficient investments

Generous tax reliefs are available through the use of individual savings accounts and through investment in private companies.

Watch this short video to explore ways of minimising tax liabilities and how RSM can help identify tax implications of the various investment options.

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Cash extraction - Chris Etherington

Cash extraction

Extracting cash from businesses is often something clients need advice on. But as a costly exercise are you choosing the best option?

Watch this short video on the different options available to business owners, and how RSM can help choose the  most appropriate methods for extracting cash from your business.

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