MMC April 2024 Image
Other News
Five Strategic Reasons to Consider an ISA Top-Up This Summer
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.
PETs vs CLTs: What You Should Know About Lifetime Gifts And Inheritance Tax
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.
Good Taste Or Good Value? A Financial Planner’s Guide To Expensive Wine
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.”