Archive: November 2018

Top 5 Tax Advantaged Trusts

15th November 2018

Trusts have been a useful tax structure for sensible tax planning since the Crusades: Crusaders were exempt from paying tax, but placed their property under a trustee’s care in their absence and had the King’s protection in case the trustee didn’t want to return the property later. Today, whether... read more

Posted in: Inheritance Tax, News, Tax

Gary Dugan appointed as CEO, Purple Asset Management (PAM)

7th November 2018

Industry veteran to further build out capabilities and footprint of the Independent Strategic Group’s joint venture with The Fry Group. The Fry Group, a global financial advisory group and Independent Strategic Group (ISG), a Fintech firm specialising in digital investment management solutions, has today announced that Gary Dugan will... read more

Posted in: Financial Planning, News