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Related Special Reports
...trusts, versus obtaining equivalent exposure within a unit trust or an exchange traded fund....
...Venture capital trust investors are turning back towards the tax-efficient, high-risk asset class in a race to buy before the end of the tax year....
...Anthony Whatling, managing director at Alvarez & Marsal Tax, said Labour’s plans to remove inheritance tax benefits for non-UK trusts would “intensify uncertainty”....
...Hunt has promised “smart tax cuts” in his Budget that reward work, and Tory MPs hope addressing the problem will be one of his surprises on March 6....
...Her main investment is in an innovative finance Isa with Triodos, through which she funds Thera Trust. This creates homes designed for the needs of people with learning disabilities....
...“Trusts can put an element of protection around funds that you want to ultimately benefit children or other dependants,” said Kenny....
...This looks smart. No cash will change hands....
...Under her plans, Labour would also reverse a Tory decision to permit non-doms who will lose benefits from next April to shield foreign assets held in an offshore trust from inheritance tax....
...It’s basically impossible to do it yourself, and it’s not tax efficient.”...
...Jeremy Hunt is considering slashing billions of pounds from public spending plans to fund pre-election tax cuts if he is penned in by tight finances in his March 6 Budget....
...This method of donating is desirable as donors do not pay income tax on the funds donated and there is no cap on the tax benefit individuals can gain....
...(Patrick Temple-West) TAX POLICY Taxes take centre stage Monday was the US federal tax due date for Americans — a culmination of our annual slog through the IRS’s painfully complex rules....
...In recent years the trusts, which act as closed-ended investment funds, have become less popular as higher interest rates lured investors into government bonds....
...Both related to a “single, US-based investment fund”, according to his accountants, Evelyn Partners....
...to mix without a fight: hedge funds and shipping....
...Older investors also gained exposure to technology through the Liontrust Global Technology fund and Polar Capital Technology Trust....
...“And at the heart of the need to rebuild trust between developing economies and advanced economies.”...
...Instead, employers offered to match their workers’ contributions to a slate of mutual funds inside a tax-advantaged retirement plan, usually known as a 401(k) after the relevant section of the tax code....
...With little over a week until the end of the tax year, you’ve been granted an additional £5,000 allowance to invest in UK stocks....
...“It is too early to know whether further reductions in tax will be affordable in the Budget, but we continue to believe that smart tax reductions can make a big difference in boosting growth,” Hunt added...
...Are Americans willing to fund military aid?...
...PEPs allowed investments in authorised unit trusts and investment trusts if at least 75 per cent of the value of the investments held by the fund were invested in eligible UK companies....
...Funds with heavy AI exposure, such as Polar Capital Technology Trust and Allianz Technology Trust, remain popular. Sales of these funds grew by 56 per cent and 58 per cent month-on-month respectively....
...Broadly, the foreign trust gains and income are only subject to UK tax when trust funds are distributed to UK residents....
...The qualification of investment trusts is also unclear. Although they are listed on UK stock exchanges, their holdings are often based overseas....
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