Global Markets Performance Update
2022 Quarter 1
The first Quarter of 2022 was dominated by the invasion of Ukraine continuing the market's rollercoaster ride.
There are numerous forms of tax that can impact you both through life and on death. One thing that remains constant is that no one likes to pay more tax than they have to.
Protect Your Wealth for Future Generations
There is a fundamental link between wealth and taxation planning. We, in collaboration with in-house tax experts, can assist you in reducing (or mitigating) tax liabilities. Whether it’s investing for tax-friendly income or ensuring the biggest beneficiary from your death isn’t the taxman, we can provide you with insight and assist you in creating appropriate plans.
Making use of trusts may also prove an effective way of protecting your assets from inheritance tax with family wealth planning in mind. We can assist you in managing underlying trust investments effectively and administrating the trust correctly to avoid any potential financial pitfalls.
Tax rates & allowances - Inheritance tax
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Capital taxes - Trusts
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Capital taxes - Making a will and other related matters
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Capital taxes - Inheritance tax - a summary
Ways to minimise your estate's liability to inheritance tax.
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Webinars - Inheritance Tax Planning (IHT)
This webinar looks at how financial advice should play a key part in your investment decisions when you consider Inheritance Tax (IHT) and succession planning. IHT is definitely no longer a concern just for the 'rich', with an increasing number of estates falling into the range impacted.
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The first Quarter of 2022 was dominated by the invasion of Ukraine continuing the market's rollercoaster ride.
The Russian invasion of Ukraine is deeply concerning on many levels, creating the largest humanitarian crisis in Europe for decades. Growing sanctions against Russia is adding to market volatility. Looking after our clients' investments is our highest priority.
In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.
For a long time, Family Investment Companies have been the preserve of the very wealthy. But, even for those…