Telephone: +44 (0)1624 683000
Email: info@offshore-iom.com
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09 Nov 2011
Happy 17th Birthday Fortress!
A message from Roger Bennett, Managing Director and Andy Lee, Marketing Director.
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09 Nov 2011
Get yourself out of the 'top rate tax club' - Defer or reduce your income now!

To coincide with our ‘I’m a higher rate tax payer, get me out of here’ themed presentations of 2011 and our newsletter, we have produced this note to illustrate some useful tips for reducing 50% income tax.

Keep your eyes peeled for more Fortress Management Services Limited presentations in 2012.

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08 Jun 2011
Tax tips for landlords
After the success of the seminars in conjunction with Unipol Student Homes and The Residential Landlords Association in Leeds and London, we have prepared a short summary note containing the potential planning opportunities for landlords.  
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14 Jan 2011
Short Form Trust Service

We would like to take this opportunity to introduce our new Short Form Trust service for investment clients.

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07 Jan 2011
Pension death benefit - Spousal bypass planning

Planning ideas for pension clients.

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05 Jan 2011
Employee Benefit Trust Update - 5th January 2011
Guidance and pre-6 April 2011 planning opportunities.
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17 Dec 2010
Fortress Seminars in 2011

I'M A HIGHER RATE TAX PAYER - GET ME OUT OF HERE!

Forthcoming Fortress seminars include;

  • 26th January - Central London
  • 2nd February - Manchester 
  • 8th February - Birmingham

Topics include:

·          Life beyond Employee Benefit Trusts

·          Asset freezing options for CGT and IHT protection

·          Offshore tax deferral opportunities

·          Overseas pension schemes in the Isle of Man

·          Alternatives to trust for IHT planning

·          Planning with the family home

·          No time to plan! - Immediate IHT saving opportunities

·          Existing offshore structure reviews- the ‘Fortress Take on’ service

If you would like more information, please contact us.

17 Dec 2010
VAT Increase - January 2011
Please be aware that VAT will increase to 20% and will take effect on 4th January 2011, affecting our annual charges and administration fees.
14 Dec 2010
Checklist of Tax and Trust Planning Ideas
The increasing UK tax burden means growing numbers of clients are seeking assistance in being more tax efficient with their assets.
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21 Oct 2010
An Eventful 16 Years!
Download an interesting timeline reflecting an eventful 16 years!
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