Capital Group Tax

What is the Capital Group Tax Service?

This is service offered to our clients and network of advisers to assist in ensuring that they receive the most up to date, innovative and compliant tax advice on the complete range of taxes both UK and Offshore.

These services are especially focused on the pension market particularly with regard to offshore pension planning and Inheritance Tax planning.

This will include SIPP’s, SSAS’s, QROPS and QNUPS.

These strategies will also, in the right circumstances, allow UK pensions to be able to be utilised to allow investment in residential property.

The service also includes a large array of corporate planning ideas suitable for companies that includes tax efficient remuneration strategies, suitable incorporation strategies, ensuring tax reliefs such as Business Property Relief and Entrepreneurs Relief can be maintained as well as tax efficient succession planning.

In addition, where applicable, Trust Planning can be incorporated to protect assets in the most appropriate way.

Good tax planning can ensure that more wealth is retained by clients, whether it be personally or within company structures.

The service is committed to building and maintaining long term relationships. It aims to fully understand a client’s individual needs and seek to provide them with a high quality and proactive service.

The service is not provided by Capital International itself but through our network of professional partners, both in the UK and overseas, which enables us to provide client’s with the confidence and peace of mind that their tax affairs are in safe hands.

The service utilises a number of innovative and experienced tax advisors, all specialists in their own field, whose philosophy and mission is to provide comprehensive, focused and high quality services.

At all times, clients are at the centre of the tax advice process. This ensures that matters are as tax efficient as possible, whilst at the same time giving clients ultimate control of any decisions that need to be made. Additionally, wherever possible, the clients’ existing advisors are brought in to assist the advice process to ensure a cohesive approach.

We believe that the experience and wealth of expertise provided by our network will ensure that clients and advisers are given the best quality service.

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Notice to Investors – exemptions from section 21

This financial promotion is exempt from the general restriction (in section 21 of The Financial Services And Markets Act 2000 (Financial Promotions) Order 2005) on the communication of invitations or inducements to engage in investment activity on the grounds that it is made to a:

  • Certified high net worth individual (Article 48 of the Act), or
  • High Net Worth Company (Article 49 of the Act)
  • Certified sophisticated investor (Article 50 of the Act), or
  • Self-Certified sophisticated investor (Article 50a of the Act), or
  • Members of an association of High Net Worth or Sophisticated Investors (Section 51 of the Act)

Details of what is required to qualify under one of the headings are as follows:

A certified high net worth investor is an individual who has signed, within the period of twelve months ending with the day on which the communication is made, a statement in the following terms:

Statement for High Net Worth Investor

I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-mainstream pooled investments. The exemption relates to certified High Net Worth Investors and I declare that I qualify as such because at least one of the following applies to me:

I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more. Annual income for these purposes does not include money withdrawn from my pension savings (except where the withdrawals are used directly for income in retirement).

I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include:

(a) the property which is my primary residence or any money raised through a loan secured on that property; or
(b) any rights of mine under a qualifying contract of insurance; or
(c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled; or
(d) any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.

A certified Sophisticated Investor is an individual:

(1) who has a written certificate signed within the last 36 months by a firm confirming he has been assessed by that firm as sufficiently knowledgeable to understand the risks associated with engaging in investment activity in non-mainstream pooled investments; and

(2) who has signed, within the period of twelve months ending with the day on which the communication is made, a statement in the following terms:

Statement for Sophisticated Investor

I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-mainstream pooled investments. The exemption relates to certified sophisticated investors and I declare that I qualify as such.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.