NEWS

Trusts

THE FINANCIAL GIFT THAT WILL KEEP ON GIVING

THE FINANCIAL GIFT THAT WILL KEEP ON GIVING

Fancy slipping a little monetary something into a loved one’s stocking this holiday season? Stop right there! However well-intentioned the gesture, there are plenty of factors you should consider beforehand to make sure you’re giving in a tax-efficient way that will help you as well as them.

IS THERE A TRUST THAT YOU HAVEN’T REGISTERED?

IS THERE A TRUST THAT YOU HAVEN’T REGISTERED?

It feels a little late in the day and somewhat locking the door after the horse has bolted as Trusts that are caught by the new rules should have registered in the UK last September.

LATEST NEWS

USING BUSINESS RELIEF TO REDUCE INHERITANCE TAX 

USING BUSINESS RELIEF TO REDUCE INHERITANCE TAX 

President Donald Trump announced sweeping tariffs that will reshape trade relations with the United States. The new tariff regime is more severe than expected, and extraordinary both in terms of scale and how they were calculated.

LIVING WITH VOLATILITY

LIVING WITH VOLATILITY

Equity markets rise over-time but they do not do so in a straight line. Volatility – although difficult to stomach at the time – is par for the course. According to Duncan Lamont, head of strategic research at Schroders, the stock market tends to fall by 20% once every four years and by 10% at some point during most years.

PRESIDENT TRUMP, THE USA & TARIFFS – HOW SHOULD WE REACT?

PRESIDENT TRUMP, THE USA & TARIFFS – HOW SHOULD WE REACT?

President Donald Trump announced sweeping tariffs that will reshape trade relations with the United States. The new tariff regime is more severe than expected, and extraordinary both in terms of scale and how they were calculated.

SPRING STATEMENT UPDATE – THE KEY NEWS FROM THE CHANCELLOR’S SPEECH

SPRING STATEMENT UPDATE – THE KEY NEWS FROM THE CHANCELLOR’S SPEECH

After Rachel Reeves’ first Budget in autumn 2024, you might have been concerned about the announcements that would be included in her Spring Statement on 26th March 2025. Thankfully, the major headline from this year’s springtime fiscal event is that Reeves made few announcements that are likely to directly affect you and your personal finances.