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Forsters LLP

October 29, 2020

There are a number of inheritance tax-saving strategies available, but apart from giving away cash, what are ultra-wealthy individuals and families doing to mitigate their exposure to IHT?

Surrey has been labelled Britain’s inheritance tax capital by a national newspaper, the county southwest of London where the average UK inheritance tax (IHT) bill is £234,000 ($303,000).

With property prices in Surrey and across the UK continuing to rise, and the tax-free threshold (known as the ‘nil rate band’) of £325,000 ($421,000) frozen, family business owners could be forgiven for thinking that IHT is a fact of life.

General lifetime planning opportunities

September 9, 2020

Risk and reward are concepts that everyone thinks about when considering investment strategy.  However, in the context of sustainable investment, fiduciaries and family offices are often more concerned with risk, particularly if they are new to this area of investment.

Risk and reward are concepts that everyone thinks about when considering investment strategy.  However, in the context of sustainable investment, fiduciaries and family offices are often more concerned with risk, particularly if they are new to this area of investment.

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