Vantage Wealth appoints new Wealth Manager
201709.19
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Vantage Wealth appoints new Wealth Manager

Yvonne Taylor has joined Vantage Wealth, the Vantage group’s independent financial advisory business, as a Wealth Manager providing advice to both private and corporate clients. Yvonne is an experienced financial advisor having worked in the sector in both the UK and Jersey for in excess of 30 years offering pension, investment and protection advice. She…

Seminar: IHT, Non-Doms and UK Residential Property
201609.07
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Seminar: IHT, Non-Doms and UK Residential Property

Vantage will be holding a seminar highlighting developments for Jersey residents and trustees in respect of the recent consultation relating to the non-dom reforms with reference to Inheritance Tax (IHT) and UK residential property structures. This seminar will cover the main risks and issues with regards to the consequences of the many changes which will…

Brexit – As the dust settles…
201606.27
1

Brexit – As the dust settles…

…or similar, has to win the award for the most used saying after reading over 20 press releases from investment managers and various articles from financial press and media over the weekend. We have had a number of clients contact us over the last couple of days wondering how the unexpected result of a leave…

201603.24
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UK Residential Property Post Budget Update – Are you planning now?

Although many of our clients and intermediaries may have hoped to hear more on last years proposals in respect of UK residential property held in enveloped structures, and the issue of look through for IHT purposes, there was nothing further said in last weeks budget. We have however attended a number of seminars provided by…

201507.23
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Life Insurance and IHT Planning

Earlier this year we issued a flyer entitled ATED changes and managing IHT liabilities. Clearly George Osbornes most recent budget delivery will have a dramatic impact on the content of this note. Click here to find out more. Share this page