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J. Butler, Bloomsbury Financial PlanningMore Testimonials

Reporting Funds/Offshore Funds/Non Reporting Funds/Roll Up Funds

Below is a selection of our most recent updates on this subject.

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Exchange Traded Funds (Etfs)

The tax treatment of ETFs: Reporting funds: Non-reporting funds
Monday, July 19, 2010


Offshore Funds Manual Published

The Treasury is revising rules for UK funds which hold certain offshore funds.
Friday, May 28, 2010


Draft Tax Regulations: Offshore Funds Held By Authorised Investment Funds

The Treasury is revising rules for UK funds which hold certain offshore funds.
Tuesday, January 26, 2010


New Tax Regulations

HMRC has now issued the final offshore fund regulations
Monday, November 30, 2009


New Tax Regulations - Planning Points

There are some important transitional points in the forthcoming offshore fund regulations.
Wednesday, November 18, 2009


New Tax Regulations -Transitional Features

There are some important transitional points in the forthcoming offshore fund regulations.
Wednesday, November 18, 2009


New Tax Regulations

HMRC have now issued draft guidance on their draft offshore fund regulations.
Wednesday, November 18, 2009


Offshore Funds

The revised classification of offshore funds from 1 December 2009
Monday, September 07, 2009


Definition Of Offshore Fund

New definition to be effective from 1 December 2009
Thursday, May 28, 2009


Tax Treatment Post-Budget

The Budget changed the tax treatment of open-ended offshore funds
Tuesday, May 19, 2009
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