Inheritance Tax – a voluntary tax?
Learn how to reduce the Inheritance Tax exposure facing your family with these well-accepted wealth management techniques and strategies.
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Client trends: January 2023
Our users are very much harnessing the New Year energy to make positive changes in both their investment management and financial planning strategies; will you join them?
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Client trends July 2022:
Pension drawdown, property wealth and the tech sector are top of the agenda
HNWIs are proving keen to explore their options around pension drawdown, equity release and buying in big on the benighted tech sector this month.
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Client trends October 2021:
Our users are determined not to see their wealth eaten away
Tax hikes and rising inflation bode ill for the wealthy in what many are predicting will be a “winter of discontent”, and possibly several worrying seasons after too.
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Money moves all couples should consider
There are a host of money moves that couples can consider to ensure their wealth works harder, but many of them will only come to light after discussions with an experienced professional.
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Inheritance Tax:
Good news and (potentially) very bad
Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.
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Client trends March 2020:
Planning requests spike post-Budget;
investors ponder whether now is the time to plough in
High Net Worth Individuals are being quick to reassess their financial affairs post-Budget. They are also putting performance under the microscope as the chill investment winds stemming from the coronavirus outbreak start to really be felt.
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Don’t let a debt rescue
derail your financial plans
The younger generations have serious debt problems, which may make the older, better-off ones feel obliged to help. But any debt rescue must be weighed up carefully for the risk of derailing your own financial plans.
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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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