Email: info@offshore-iom.com
Latest topics
- James Gilbert - Business Development Consultant
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We would like to take this opportunity to introduce James Gilbert, recently appointed as Business Development Consultant to work along side Andy Lee, our Marketing Director.
Trusts continue to be a popular choice for many aspects of planning, therefore please find a checklist of Fortress Management Trust Services and Inheritance Tax planning opportunities below.
- Checklist of tax and trust planning ideas
- In a UK election year, and with both individuals and businesses facing an increasing tax burden, you might find our checklist of tax planning ideas helpful.
- Gaines-Cooper Case Update
'Determined' tax exile wins Supreme Court hearing on his UK tax status.
- Client Money Information Sheet
In accordance with the Financial Services Rule Book 2009 we have had to produce a Client Money Information Sheet. We have to send it out to any client who wishes to pay money into our Fortress Client Account. It has now been incorporated into our Fiduciary Service Agreement for new companies and our terms and conditions for new trusts. Please download the document if you need it.
- The Big Swim
The Big Swim has been completed. It took 31 hours and we covered a distance of over 63 miles.
Despite numerous jellyfish stings, misty weather conditions, our support boat catching fire and strong currents we reached Laxey Bay in high spirits!
I want to say a big thank you to all those who sponsored me. Your sponsorship money will make a big difference to those who need it most in South Africa. To those who have not yet sponsored me, there is still time. You can donate to BellaAfrica at the following account.
Fortress Management Services Limited - The Big Swim
Barclays Private Clients International Limited
Account Number - 43551040
Sort Code - 20-26-74
We have raised around £2,000 so far and this is still rising, so thank you again.
If anyone would like to know more about BellaAfrica or The Big Swim please feel free to send me an e-mail.
We have posted some photographs for you to look at View the photo gallery
- UK Budget 2010
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On the 24th March 2010 the Chancellor of the Exchequer Alistair Darling delivered his third Budget to the House of Commons. A General Election has now been called for May 6th, so some proposals may be shelved or amended, as any new Government is likely to plan a further Budget soon after the election.
- Fortress Management Showcase the Isle of Man
- Douglas-based Corporate & Trust Service Provider, Fortress Management Services Limited, have developed a series of successful visits to the Isle of Man by IFAs, Lawyers and Accountants whom Fortress have invited so they that may 'showcase' all that the Isle of Man has to offer as a centre of financial excellence.