How can you use it to invest get IHT relief? In the fourth of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at: the Fundamental AIM Inheritance Tax ISA Portfolio. Inheritance Tax planning is not only for those with high
How much will it cost you and yours? In the third of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at: the perils of exit fees & support for a client’s estate. Perils of exit fees When someone decides
How can an ISA be used to reduce Inheritance Tax? In the second of our new series about going back to the basics of investing in AIM shares for IHT planning purposes, we look at: How to use an AIM ISA to reduce Inheritance Tax. Are ISAs Inheritance Tax free? ISAs per se
Don’t pander to Mr Market The week is closing with another big stock market sell-off and, as is once again the case, the shares of smaller companies, particularly those on AIM, are having a tougher time than the blue chips. Russia’s diabolical invasion of Ukraine has further destabilised a fragile
“Buy to the sound of cannons, sell to the sound of trumpets.” Attributed to Nathan Mayer Rothschild during the Napoleonic wars, it’s pertinent to consider the above statement at the current time as Russia invades Ukraine and stock markets plunge – at the time of writing the UK stock market
Growth stocks sell-off presents buying opportunity Equities in general continue to be weak and volatile as investors weighed mostly positive US earnings reports against the threat of rising interest rates. Last week, the BoE’s monetary policy committee voted to increase the base interest rate by 25 basis points to 0.5%.
Tax savings and enhanced investment returns Figures released by HMRC in 2021 showed that Inheritance Tax (‘IHT’) receipts reached £4.1 billion between April and November 2021, around £600 million more than the same period in 2020 – that’s tax being paid on wealth, that has already been taxed before! Following
