The Upper Tribunal (UT) has found that amounts paid by Hargreaves Lansdown (HL) (an investment platform service provider) to its customers, which represented rebates received from investment fund managers, were “annual...more
8/30/2019
/ Fund Managers ,
Income Taxes ,
Investment Funds ,
Investment Management ,
Investors ,
Management Fees ,
Rebates ,
Tax Exemptions ,
Tax Liability ,
UK ,
Withholding Tax
• Individuals that are UK tax resident and non-UK domiciled have the ability until 5 April 2019 to cleanse their mixed overseas funds and accounts.
• Affected individuals should act now to review their position and assess...more
3/30/2018
/ Accountants ,
Capital Gains ,
Domicile ,
Filing Deadlines ,
Foreign Bank Accounts ,
Foreign Tax ,
Fund Managers ,
Income Taxes ,
International Finance ,
Notification Requirements ,
Recordkeeping Requirements ,
Remittance Transfer Rule ,
UK