
Global Markets Insights: August 2023
World markets summary: In what was a volatile month, very few asset classes provided positive returns in August, with the exception of oil. August is a notoriously tricky month for…
Read more ›Tax is one of the biggest concerns when transferring wealth to the next generation. Without careful planning, HM Revenue and Customs could be the main beneficiary of your estate, and many are not aware of the main taxes, the reliefs and solutions available.
Protecting and preserving your wealth is at the core of what we do; we will provide suitable recommendations that will assist you in meeting your financial goals and ambitions.
Placing assets into a trust is a safeguarding option to ensure assets are reserved for a particular beneficiary, such as a family member, rather than being spent. Once a trust is setup, you are no longer their owner – the trustees are – and the assets are not treated as part of your estate, meaning that after a qualifying period, they will not be subject to Inheritance Tax when you die.
Trusts can be used for many purposes. We can advise on whether a trust is the best option for you, or if alternative options may be more suitable for your individual circumstances.
The service is operated on a discretionary basis, meaning it is actively managed on your behalf by our specialist investment managers who invest in growth stocks, constantly monitoring them to ensure that they qualify for Business Relief.
Before receiving advice upon death, the family will be faced with:
After planning received via WH Ireland Mary then passes away just over 2 years later. Let us assume the IHT investment has grown by 6% net of fees.
The family are now faced with:
In the recent Aon client satisfaction benchmark survey for 2020, we came first for Financial Planning satisfaction alongside 11 competitors.
82% of our clients are overall satisfied with the service they are receiving from us.
World markets summary: In what was a volatile month, very few asset classes provided positive returns in August, with the exception of oil. August is a notoriously tricky month for…
Read more ›World markets summary: July was a good month for investors as the mood was buoyed by positive developments on both the inflation and profit front as well as increased stimulus…
Read more ›Macro By the end of this year’s second quarter (Q2), central banks of major economies found themselves at different junctures in their monetary policy cycles, at least temporarily. After being…
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