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Where Taxpayers and Advisers Meet

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by Brightonian
Fri Nov 03, 2006 7:12 am
Forum: Inheritance Tax, IHT, Trusts & Estates, Capital Taxes
Topic: Marshall v Kerr
Replies: 3
Views: 2048

<t>I am getting conflicting opinions as to whether or not Marshall v Kerr applies to IHT or simply to CGT - even the Revenue website contradicts itself!I have a client who is a beneficiary under a Canadian will. We wish to vary the will trust so that the assets pass to an offshore settlement but thi...
by Brightonian
Thu Sep 21, 2006 8:44 am
Forum: International Tax
Topic: UK investments and French tax
Replies: 2
Views: 1103

<t>If a UK domiciled individual moves to France and becomes resident, he will presumably pay French income and wealth tax on UK investments e.g. ISAs and unit trusts. But will he pay any tax on an investment bond held offshore (Isle of man)? And can he make any withdrawals from the bond without incu...

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