Spears Indices
3. Roderick Balfour, Virtus Trust
4. Anthony Balniel & David Chaplin, JO Hambro Investment Management
6. Anthony Burrell, Mirabaud Investment Management
7. Jamie Cayzer-Colvin, Caledonia Investment Plc
8. Colin Chisholm & Edward Bonham Carter, Jupiter Asset Management
9. Andrew Dalton, The Dalton Strategic Partnership
10. Gavyn Davies & Andrew Stevens, Fulcrum Asset Management
11. Olivier De Givenchy, JP Morgan Private Bank UK
12. Eric De Rothschild, N.M. Rothchild and Sons
13. Michael Dobson & Rupert Robinson, Schroders Private Bank
14. William Drake & Adam Wethered, Lord North Street
15. Richard Fitzalan Howard, Fleming Family & Partners
16. Alexander Hoare, C.Hoare and Co
17. Tom Kalaris & Mark Kibblewhite, Barclays Wealth
18. Michael Kerr-Dineen, Cheviot
19. Crispin Latymer, Cazenove Capital
20. Perry Littleboy, Coutts & Co
21. Rupert Loewenstein, The Rupert Loewenstein Group
22. John Maitland, Baring Asset Management
23. Chris Mears & Mark McCombe, HSBC Private Bank
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Our specialists solve your HNW problems (gratis!)
Q
I currently earn over £200,000 per annum and have a portfolio of investments that are actively managed. The gains exceed the annual allowance by a considerable margin. Following the increase in the rate of Capital Gains Tax to 28% announced in the emergency budget, is there anything I can do to reduce my tax bill?
A
One of the simplest things to do would be set up an Offshore Bond to hold your investment portfolio. An Offshore Bond has a number of advantages, including ease of administration, tax deferral and simple access to a range of assets. One of the main drawbacks of managing a portfolio independently is the burden of administration and record keeping.
