Insuring against big IHT bills
The benefits of insuring estates against Inheritance Tax are underappreciated, but this could be the answer to distressingly large bills that many HNWI families seek.
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.
#WealthGoals:
Letting go of buy-to-let
Many landlords are now having second thoughts about relying on rental income and as this case study illustrates, there may well be better options for your wealth to explore.
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.
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.
Client trends September 2020:
Important points of investment strategy are preoccupying investors
Picking winning stocks, how much to allocate to alternatives and the ramifications of the forthcoming US elections are top of investors’ concerns this month, alongside proactive estate planning.
Client Trends August 2020:
Tax hike threats take us into an unusually busy summer
Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.
Summer shape-up: Steps to financial security
By tackling and focusing on the following steps you have the ability to take control of your personal financial wellbeing.
#WealthGoals: A move to the country
Many HNW individuals have been radically revising their life plans during lockdown and the proactive have already started reaping the benefits of taking professional advice.
