Tony Mudd

Tony Mudd is divisional director of the development and technical consultancy at UK wealth manager St James’s Place. He has been with the company since 1991 and specialises in tax and trusts. Prior to joining the company, Tony was a technical services manager for Gan.

Posts from Tony Mudd


Charitable giving on non-cash gifts and inheritance tax

This article looks at the tax planning opportunities for charitable giving on non-cash gifts and Inheritance Tax (IHT). Non-cash gifting Income tax relief is a valuable incentive to gift cash,


Charitable giving can provide tax benefits

When it comes to charitable giving we are without doubt a generous nation; a fact with which we can be rightly proud. I believe that in the majority of cases

Analysis , Viewpoint

VCTs and EISs – too good to be true?

In the four previous articles in my series looking at Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs) I have concentrated on structure, tax and ‘when’. In this fifth

Analysis , Viewpoint

VCTs and EIS schemes – staying with, when and why

Capital gains tax For investors with an established share portfolio, a collection of unit or investment trusts, a second home or buy-to-let properties, reluctance to pay capital gains tax (CGT)

Analysis , Viewpoint

When and why you should use EIS and VCTs

The first two a risk worth taking and a taxing difference looked at the nature and structure of these investment media and in detail at the tax rules that apply. As

News , Viewpoint

What are the tax benefits of EIS and VCTs?

My last article Venture Capital Trusts and Enterprise Investment Schemes – a risk worth taking? looked at the nature and structure of these investment mediums, the risks involved and also

Alternative Investments , Analysis , Viewpoint

VCT and EIS: A risk worth taking?

In this article I will introduce Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs). Venture Capital Trusts (VCTs) started on 6 April 1995 with a view to enabling individuals


When should you use BPR to plan for IHT?

It has occurred to me that anyone who read my previous article Beware Government Bearing Gifts may have been left with the view that investing in businesses that qualify for

News , Tax Efficient Investing , Viewpoint

Viewpoint: Beware of a government bearing gifts

The tax relief the government grants for ISA savings was worth an estimated £1.75bn in 2011/12, with this figure rising year by year. Despite this direct and considerable cost to


Viewpoint: Tax dodgers and morality are strange bedfellows

I am minded as I start a monthly series of articles in Every Investor to do likewise. Alas I can find little to laugh about when it comes to tax