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INVESTMENT FUNDS AND PRIVATE TAX BLOG - TAX ADVISOR - UK TAXES

• About the Investment Funds Blog

Double Tax Treaties

Apr 2011

• UK Double Tax Treaties

Jun 2011

• China Double Taxation Agreement

Aug 2011

• Double Tax Agreements Anti Avoidance
• The Treaty Passport Scheme

Sep 2011

• Hungary Double Taxation Agreement

Jun 2012

• Liechtenstein-UK Double Taxation Treaty

EU Developments

Mar 2011

• EU UCITS IV directive

Apr 2011

• EC Proposal on a Common Consolidated Corporate Tax Base
• EC Cross-border dividends

May 2012

• European Court Tax Case (France)
• Financial Transaction Tax (FTT)
• Eurozone: is there a crisis?

Jun 2012

• The Euro Crisis: Issues for Investment Managers and Financial Institutions

Investment Funds

Jun 2012

• Investment in Traded Life Policies

Jul 2012

• Alternative Investment Fund Managers Directive

Investment Trusts

Dec 2010

• Investment Trusts – Tax Modernisation Update

Mar 2011

• Real Estate Investment Trusts (REITs)

Jun 2012

• New UK Investment Trust Rules

Offshore Funds

series of articles Dec 2010 - Jan 2011

• Offshore Funds: Where Are We Now?
• Offshore Funds 2 – Private equity-style funds
• Offshore Funds 3 – Guernsey-domiciled investment companies
• Offshore Funds 4 – Luxembourg FCPs and ‘Baker’ JPUTs
• Offshore Funds 5 – Transparent reporting funds “TRF”
• Offshore Funds 6 – French FCPs
• Offshore Funds: Where are we now. Summary and conclusion

Jan 2011

• Offshore Funds operating equalisation arrangements

Feb 2011

• Offshore Funds – US 40 Act Investment Funds

Mar 2011

• Offshore Funds – Gibraltar an alternative in Europe
• Offshore Funds – Reporting Funds
• Offshore Reporting Funds – Equivalence and GDO Conditions
• Offshore Funds – Taxation of Cross-border dividends
• Offshore Funds – EU UCITS IV directive

Apr 2011

• Offshore Funds – EU Consultation on future of VAT
• Offshore Funds – UCITS IV Management Company Passport

May 2011

• Offshore Funds – UK tax reporting to participants
• Offshore Funds – OECD Consultation
• Offshore Funds – Equalisation Arrangements
• Offshore Reporting Funds – Equivalence and GDO Conditions (update)

Oct 2011

• Cyprus: Investment Funds

Onshore Funds

series of articles Jan - Feb 2011

• Onshore Property Authorised Investment Funds (PAIFs)
• Onshore Funds – PAIFs 2

Feb 2011

• Onshore Tax Elected Funds (TEFs) for Multi Asset Strategy
• Authorised Investment Funds (AIFs) - Changes to treatment of non reporting income funds
• Onshore Funds Qualified Investor Schemes (QIS)
• Tax Elected Funds (TEFs) – Practical Considerations

Oct 2011

• AIFs - Tax elected funds (TEFs)

Property Funds

- PAIFs

Jan 2011

• Onshore Property Authorised Investment Funds (PAIFs)

Feb 2011

• Onshore Funds – PAIFs 2

- REITs

Mar 2011

• Real Estate Investment Trusts (REITs)

Nov 2011

• Real Estate Investment Trusts (UK REITs) – Update on Proposed Changes

Mar 2012

• Real Estate Investment Trusts (UK REITs) – March 2012

Retail Distribution Review

Jan 2011

• Retail Distribution Review (RDR)

Tax Information Exchange Agreements

Feb 2011

• Liechtenstein – Tax Information Exchange Agreement (TIEA)

Aug 2011

• Belize – Tax Information Exchange Agreement (TIEA)

May 2012

• UK-Switzerland Tax Agreement

UCITS IV Funds

Mar 2011

• Pension Fund Pooling Vehicles (PFPVs) – UCITS IV
• EU UCITS IV directive

Apr 2011

• Pension Fund Pooling Vehicles (PFPVs) – UCITS IV – After the Budget

Jun 2011

• UCITS IV Master-Feeder Ireland

UK Taxes

Jul 2012

• UK Tax Avoidance

Aug 2012

• Special Tax Exemption for 2012 Olympic and Paralympics Games

- Business Tax

Feb 2012

• National Insurance Contributions Holiday Scheme

Mar 2012

• Small Business Tax Review
• Budget 2012 : Tax simplification for small businesses

Apr 2012

• Income from UK Property
• Small Businesses: Simplifying the Tax Base
• e-Markets Disclosure Facility (e-MDF) by HMRC

Jun 2012

• Proposed Cap on Charitable Giving

Jan 2013

• UK Self Assessment – Cash Basis for Small Businesses and Simplified Expenses

- Private Tax/Personal Tax

Mar 2011

• Tax Simplification – Budget 2011
• Private Equity Partnerships – Non-UK resident Partners
• Budget Alert: Personal allowances
• Changes to National Insurance
• Changes to PAYE
• Inheritance Tax (IHT)

Apr 2011

• Taxation of Non-Domiciles
• Statutory Residence Test
• Income Tax and NICS Reform
• Bank Deposits
• Junior ISAs

May 2011

• Giving and receiving from charity

Jun 2011

• Removal of tax reliefs
• New pension scheme
• Inheritance Tax - Charitable Gifts

Jul 2011

• UK Statutory definition of tax residence
• US Information reporting for foreign assets

Aug 2011

• Civil Disorder Helpline

Sep 2011

• HMRC - Non residence and full-time work abroad (FTWA)
• Qualifying Recognized Overseas Pension Scheme (QROPS) - Kuwait
• Junior ISAs

Oct 2011

• US tax relief for the remittance basis charge
• New penalty rules for self-assessment

Nov 2011

• Junior ISAs and Child Trust Funds
• HMRC’s “Taxforces” Hit The Road

Dec 2011

• UK Self Assessment 2010-2011
• UK Self Assessment – PAYE Advantage
• UK Self Assessment – Tax Catch Up Plan (TCUP) for tutors and coaches
• UK Self Assessment – Furnished Holiday Letting
• UK Self Assessment – Investment in Small Business
• UK Self Assessment – HMRC Business Records Checks

Jan 2012

• UK Self Assessment – News on HMRC Payments
• HMRC PAYE Notice of Coding
• Tax-efficient investment for children

Feb 2012

• Payments made to HMRC – new powers
• HMRC PAYE Notice of Coding update
• Tax relief for buying equipment for your company
• Tax Back on Pension Contributions
• Income Tax Self Assessment (ITSA) Penalties

Mar 2012

• HMRC Declaration of Beneficial Ownership
• First steps on review of pensioner taxation simplification
• UK Self Assessment – Tax-free home working allowance increase
• Tax efficient giving to charity
• UK Self Assessment - Smartphones tax repayment
• Budget 2012 – Pension Savings Update

Apr 2012

• Budget 2012 – Capping tax reliefs and tax reporting

May 2012

• May 1st 2012 is the day the late filing penalty for Income Tax Self Assessement (ITSA) starts:
• UK Self Assessment: Tax evasion campaigns
• Non UK Residents: The French Election
• Investment in UK Property
• Reclaiming or paying tax on interest on Payment Protection Insurance (PPI) compensation payments
• Company Car Tax: Security Enhanced Cars
• Scotland Act 2012 – devolved taxation in Scotland

Jun 2012

• Government consults on fair taxation of residential property
• Reform of the taxation of non-domiciled individuals
• IR 35 the Taxation of Controlling Persons

Jul 2012

• UK Self Assessment – Tax Amnesty on Fraud

Aug 2012

• Self Assessment – Allocation of Interest Savings
• Withdrawing a Notice to File a Self Assessment (SA) Tax Return
• Ensuring the Fair Taxation of Residential Property Transactions
• UK Self Assessment – Income Tax Loss Relief

Sep 2012

• UK Self Assessment – HMRC target Direct Selling Campaign

Jan 2013

• File your tax return – An effective guide to help you do so

Feb 2013

• A new disclosure facility for investors in the Isle of Man

VAT

Jul 2011

• VAT Cost Sharing Exemption
• VAT – Charge to Overseas Customers

Nov 2011

• VAT on Salary Sacrifice Arrangements

Dec 2011

• UK VAT

Mar 2012

• VAT Flat Rate Scheme – Advantages

Jun 2012

• Land and Property: VAT News

Jul 2012

• UK VAT News

Sep 2012

• VAT Cost Sharing Exemption

General

Feb 2011

• Late night taxis and more
• Authorised Investment Funds – Tax Back
• HMRC Data-gathering Powers – changes that will come into effect in the Finance Bill 2011

Mar 2011

• Restructuring prudential regulation in the UK

May 2011

• Tax Repayment Scams

Jan 2012

• Real Time Information for Pay As You Earn

Jan 2012

• Budget 2012 - London

Apr 2012

• Solvent Liquidations – The Way Forward
• Seed Enterprise Investment Scheme for new business start up
• Record Keeping for Small Businesses

Jun 2012

• HMRC Banking Code of Practice
• HMRC Tax Investigation into Public Sector Workers
• UK Investment Trusts – Debt Finance for Property

Jul 2012

• Statutory Residence Test (SRT): UK
• Implementation of US FATCA

BUSINESS DEVELOPMENT

Nov 2011

• Where are you now?
• Affirm Your Company Strategy
• Affirm Your Company Strategy - Mission

Dec 2011

• Affirm Your Company Strategy – Your mission statement
• Affirm Your Company Strategy - How to write your mission statement
• Core values 1
• Core values 2
• Your brand – positioning
• What is your brand?
• The importance of brand positioning
• How to develop and position a brand

Jan 2012

• Your Vision - Where do you want to go?
• How to achieve your vision
• Affirm Your Company Strategy – Summary
• Introduction to the power of the telephone
• 6 Check Points To Evaluate The Outbound Telephone Call
• Welcome the customer

Feb 2012

• Customer service and customer care
• Complaints happen
• Manage crises
• Know your customers
• Get paid
• The need for gentle prospecting
• Prospecting activity

Mar 2012

• Indulge in a little navel gazing!
• Identify and Win Profitable Business
• Get referrals and recommendations
• Network
• The incoming call – “Nobody Home”
• The recorded answering message
• Recorded answering messages
• The incoming call – "Hello?"
• Records
• The Phonetic Alphabet
• A word about holidays

Apr 2012

• Prepare yourself (for a meeting)
• Be professional
• First meeting place
• Manage the meeting
• What is networking?
• Networking isn’t new
• The key differences between networking and selling

May 2012

• Maximise existing contacts – the easy way to network
• Get ready to go (Networking)
• You’re at the (networking) event, now what?
• E-networking
• Join up! (Networks, Associations etc.)
• Successful Networking

Jun 2012

• Referrals and Recommendations

Jul 2012

• Recommendations from satisfied customers
• Get that recommendation – Timing
• Get that recommendation – What you should say
• What if your customer is happy with you but has not recommended anyone?
• Prepare for the Referral Recommendation Call
• The Referral Recommendation Call and Companies that are TPS registered
• 10 Tips on how to create a positive telephone image

Aug 2012

• Making a call and getting through to a new contact
• Fact find your way to success – Understand fact finding
• Market Research – Primary Research
• Market Research - Secondary Research

Sep 2012

• Your potential gold mine
• Why undertake market research
• Some typical key qualifiers – to incorporate into your research
• Free-form telephone research
• Evaluate the potential of a new market – Case Study
• How to apply free-form research to your business
• Free-form research approach
• A step by step guide on how to do free-form research

Oct 2012

• Plan a routine – For free-form telephone research
• Evaluate potential in an existing market - Case Study
• Calculate customer lifetime value
• Delve a little deeper into calculating customer lifetime value
• Customer relationship management
• Take CRM seriously

Nov 2012

• Review your data management
• Prospecting (for new business) preparation
• Attempt to secure a meeting

Dec 2012

• Secure a meeting for a colleague
• Review progress - Attempt to secure a meeting
• Organise Your Prospecting Time – setting the scene

Jan 2013

• Cold calling – What you should never, ever do
• Cold calling – What you should do
• Useful Legal Information for marketers

Feb 2013

• Get organised to make outgoing calls
• The importance of the diary
• Planning Prospecting telephone calls

Mar 2013

• Making Prospecting telephone calls 1
• Making Prospecting telephone calls 2
• Plan a routine for prospecting activity

Apr 2013

• Professional telephone selling
• The Pattern of the Sale

May 2013

• Get Attention
• Create Interest

Contact