A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.
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Investing in AIM-listed companies offers compelling tax benefits, as well as outperformance potential, making them an exciting prospect for investors. But dabbling in the junior market can be risky and a professional’s guiding hand is wise, explains John Baillie, portfolio manager at Mole Valley Asset Management. Look out for champagne and cake this summer at […]
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Opportunities abound in tax-efficient investing, with products to suit all kinds of individuals, argues Jack Rose, Business Development Director for Tax Products, LGBR Capital. Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCTs) and Business Property Relief (BPR) products are by no means new in the market place and have become very popular strategies among affluent […]
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Mitigating Inheritance Tax through Business Property Relief is an increasingly popular strategy. Here, Ian Battersby, Business Development Director at Seneca Partners, tells findaWEALTHMANAGER.com why. Why is it that affluent individuals are looking for alternative ways to reduce the IHT bill which will eventually be due on their estate? The traditional methods for mitigating Inheritance Tax […]
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