A look back on markets in July when the US dollar declined and tech stocks posted strong quarterly earnings.
Please click the image below to download the full Market Commentary for July 2020.
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The British government has announced plans to raise the age at which pension pots can be accessed from 55 to 57.
Inheritance tax (IHT) was introduced by the Finance Act 1986 to replace capital transfer tax and applies for transfers made on or after 18 March 1986.
There is a common misconception that trusts are only used by the wealthy. However, they are accessible to all and can be a useful tool as part of a wider inheritance tax planning strategy. There are various reasons why a trust may be set up; some can be written into your Will and others can be set up independently. Here we explain what trusts are, what they do and the different types of trust available.