Succession Planning – What Happens Next?

Succession Planning – What Happens Next?

The number of people aged over 75 in the UK will almost double to nearly 10 million by 2040. A recent study by the Institute of Fiscal Studies has found that 44% of elderly households expected to leave an inheritance of £150,000 or more.  This is compared to only 24% in 2003. Will this increasing trend diminish as more people…

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Merry Christmas from Everyone at The Fortress Group.

Merry Christmas from Everyone at The Fortress Group.

We would like to take this opportunity to wish you and your family a very Happy Christmas and prosperous New Year!! 2018 is already looking to be an extremely busy and exciting time for all of us at The Fortress Group and we look forward to sharing this with you.   Please Note: Our office will close for the Christmas…

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UK Budget 2017 Update

UK Budget 2017 Update

  The recent UK Budget announcement included plans to ensure that non-resident investors in UK commercial property will, from April 2019, pay UK capital gains tax or corporation tax on gains. Although this is labelled as a consultation, it is very clearly stated that the strategic decision to extend the scope of UK property taxation has been made and the…

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The Fortress Team is growing!

The Fortress Team is growing!

Ever since Fortress was founded in 1994, we have always aimed to provide our clients with a unique and personal service. As Fortress approaches a quarter of a century in business, and with our growing proposition with the Fortress Group of Companies, we have decided to enhance the level and variety of our communication with our clients. In the world…

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Devon seminars – Protect your clients – Secure their assets

Devon seminars – Protect your clients – Secure their assets

Complimentary Tax and Estate Planning Seminars– 17th October 2017. We are pleased to invite you to our Tax and Estate planning seminar, in association with Fortress Law Limited, focusing particularly on those with property and/or business interests.   We will be running two sessions  at The Fortress Law office in Paignton, Devon. More Details are below.   Approximately £1 trillion will be passed…

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Announcing Fortress Law Limited as a regulated law firm.

Announcing Fortress Law Limited as a regulated law firm.

We at Fortress are very excited to announce the addition of Fortress Law Limited to the Fortress group of companies. Fortress Law Limited has recently been authorised by the Solicitors Regulation Authority of England and Wales to undertake reserved legal activities.  While the Fortress Law office is based in Paignton, Devon, it can provide legal services across the country. With…

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The Isle of Man Beneficial Ownership Act 2017

The Isle of Man Beneficial Ownership Act 2017

Isle of Man Beneficial Ownership Register The Isle of Man Government has recently passed into law the Beneficial Ownership Act 2017 (“the Act”). The Act affects information retained on the beneficial owners of Isle of Man entities at the Isle of Man Companies Registry. All Isle of Man companies, partnerships, foundations and business names are affected by the Act and…

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