Member Since: 19th Dec 2000
8th Aug 2014
I think you possibly do volunteer work for the same charity as me. I would certainly report it to the charity and seek their guidance as they have protocol to deal with this.
29th May 2013
The Financial Adviser did his own research after he spoke to me and has now agreed my treatment is correct.
25th Sep 2012
It is an unquoted trading company and client has owned the shares for less than five years. I don't know if company is buying the shares for the benefit of it's trade as we don't deal with the company. I suspect some kind of management buy out
6th Dec 2011
Thanks again. I have made the
Thanks again. I have made the relevant claim fingers crossed.
2nd Sep 2011
Yes the property was rented prior to October 2009 not sure why it has been empty for so long but it is still on the books of an estate agent
27th Aug 2011
Thanks for your help
23rd Aug 2011
When your client retired she should have been issued with a Form P161 for completion on which she would be required to enter details of her pensions, employment and any other income including investment income. I think HMRC are saying in a roundabout way that your client did not complete and return this form.
26th Jul 2001
In reply to Martin's query
Settlor is a beneficiary and the assets consist if land tranferred off-shore because of potential development value. Land would qualify for business asset taper relief and in view of this consideration is being given to the repatriation of the trust due to the amount of fees being charged by the off-shore trustees.