Expert: Paul Henneman - 9/15/2005

Question
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Followup To
Question -
with the recent changes in uk taxation are there any benefits in holding shares in self select peps and isas apart from the freedom from capital gains tax, It appears to me that all other tax advantages have been eroded .
Answer -
Thank you Jeremy for the question! Unfortunatley I have no real experience or knowledge of the UK tax codes, so I do not feel comfortable providing any advice for you. My research is focused on primarily US equities, and not on tax issues. I am sorry that I could not be of more help!

can you recommend anyone?
Sincerely,
Paul Henneman
President
ValuEngine, Inc.
www.ValuEngine.com
www.VEInstitutional.com
www.VEReports.com


Answer
Jeremy,
  Thank you for the follow up! I am sorry that I cannot even recommend anyone that could help with question. I do know of a specialized legal firm based in Atlanta Georgia that specializes in protecting their high net worth clients wealth through various very unique strategies to reduce the impact of taxation. But as far as I am aware their work is limited to the US, and their services are expensive. I am sure they could research UK tax codes, their work here in the US is cutting edge. The name of the firm is Cohen, Pollock, Merlin Axelrod & Small, PC and I could put you in touch with the most appropriate person there. He serves on my company's advisory board, so I know him well and highly recommend him. If interested let me know, I assume their normal fee structure would apply but they generally offer an initial consultation.

Sincerely,
Paul Henneman
President
ValuEngine, Inc.
www.ValuEngine.com
www.VEInstitutional.com
(800) 381-5576