An attempted assassination, a sitting president ending his re-election bid and nominating his VP as his preferred successor: it’s been a wild two weeks in US politics. What does it all mean for the race for White House, the economy and markets? Watch now to find out.
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Source: Schroders
For many individuals, the ISA may represent only a portion of a broader investment portfolio – but it remains a valuable tool for tax efficiency, liquidity management, and intergenerational planning. Below, we outline five reasons why summer is an opportune time to make a strategic top-up.
When it comes to passing on wealth efficiently, lifetime gifting can be one of the most effective tools in your estate planning strategy. But not all gifts are treated equally — and for high-net-worth (HNW) families, understanding the distinction between PETs and CLTs can mean the difference between zero tax and an immediate 20% charge.
Times Money Mentor recently posed the perennial dinner-party question: is a steeply-priced bottle really worth it? Their answer, in short, is “sometimes – but not for the reasons you may think.”