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paul posted an update 11 years, 6 months ago
Re Barclays IHT AVOIDANCE.
Clearly Mr Morley knew what Barclays were doing . This Q and A interview is found on http://www.trustnet .com
David Morley, fund manager, Crystal Asset Management
Q: What was the motivation behind setting up firstly the equity Sequoia Balanced Fund?
A: “That was primarily to manage an inheritance tax mitigation scheme for Barclays in Spain, which is where I am based too. I was based in Jersey for 16 years and we needed a very low risk balanced fund for the purpose of the scheme.”