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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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.
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#WealthGoals: Protecting loved ones and defending your post-death legacy
Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.
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#WealthGoals: Coaching the kids for inheritance
This wealth management case study highlights how one couple was able to balance the financial needs of the whole family and minimise Inheritance Tax too.
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