Wealth experts weigh up IHT workarounds
You have more control over the Inheritance Tax your family pays than you might think, but each option to mitigate the levy has to be carefully weighed in the balance.
Read ArticleWealth Planning
Practical guides and articles to help with your wealth planning by life stage or current situation
The returning expat: prior planning and preparation is paramount
There are a great many financial planning tasks that need to be on the to-do list of expats planning to return home, and here we outline those that should be at the very top.
Read Article
Client trends October 2020:
Revising retirement plans becomes a priority as yield becomes harder still to find
The hunt for yield has become even more urgent amid continued dividend cuts and talk of negative interest rates, and all the while the spectre of several tax hikes looms.
Read Article
Tax traps all families should look to avoid
Wills, estate planning and inheritance tax may inspire less enthusiasm than other aspects of wealth management, but their importance to your family’s long-term financial health means they cannot be neglected. Here are some key errors to avoid.
Read Article