Investment Bulletin: <br>July 2021

Investment Bulletin:
July 2021

Investors can pursue many exciting opportunities this summer, not least UK equity markets, which are in the “sweet spot of the cycle”.

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Insuring against big IHT bills

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.

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Wealth experts weigh up IHT workarounds

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.

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To structure, or not to structure? <br />At least ask the question

To structure, or not to structure?
At least ask the question

Wealth structuring is certainly not the preserve of the ultra-wealthy, and there are a number of strategies families should consider to ensure that their wealth has maximum benefit for generations to come.

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Why wealth managers are vital to family business owners

Why wealth managers are vital to family business owners

Owners of family businesses are often very much in need of holistic wealth management advice, to ensure that their wealth works as hard as it can throughout their entrepreneurial journey.

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Gifting to the next generation

Gifting to the next generation

Sam Cowan, Chartered Financial Planner at Charles Stanley, takes a look at some of the most popular ways many parents and grandparents use to make financial gifts and the factors that should be considered to optimise results.

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Four ways to get ahead of university fees

Four ways to get ahead of university fees

University costs are reaching staggering levels, but there are several options proactive parents and grandparents can pursue to help ensure the younger generations don’t start life saddled with huge debts.

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Giving to grandchildren through a bare trust

Giving to grandchildren through a bare trust

Many people wish to give substantial amounts to grandchildren and a bare trust might provide the perfect solution to many of the tax, control and protection issues holding them back.

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Why you can’t let money be the last taboo

Why you can’t let money be the last taboo

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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