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Latest News - Asset Managers

Stay up to date with our latest news and insights. Our specialist teams are here to advise you on key changes and advisory matters.

US and UK Year End Planning 2018

Business Tax - 29 Nov 2018

Whilst tax planning is not only to be considered leading up to year-end, it is often a perfect time to review your tax affairs and ensure they are in order…

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US and UK Year End Planning 2018: Ownership of Assets and Gift and Estate Planning

Private Clients - 29 Nov 2018
Gifts from US citizens/residents to others have annual exempt limits which you may wish to use before the year is over, subject to your overall integrated…
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Top 5 Series

Business Tax - 25 Nov 2018
Welcome to our Top 5 series - where our Directors cover the key questions surrounding current topics and highlight the main things our clients need to…
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Carried Interest Account Cleansing

Business Tax - 12 Oct 2018
CARRIED INTEREST Historically, the payment of carried interest was structured such that it was derived from an offshore entity and non-domiciled individuals…
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US Domestic Entities to Declare Foreign Assets

Private Clients - 08 Mar 2016
For some time, US individuals holding a certain level of specified foreign assets have been required to submit an annual information return on Form 8938;…
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Taxation of Performance Linked Rewards Paid to Asset Managers

Business Tax - 18 Jan 2016
In the Summer Budget 2015 the government announced that it would consult on the circumstances in which fund managers’ performance-related returns…
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