How can we leave assets to our children without incurring excessive IHT?
Making lifetime gifts and putting assets into trusts could reduce potential tax Although they have a growth focus they should add some more defensive investments to their portfolio Rob, wife and family 72 and 73 Isas invested in funds, cash, residential property, grandchildren's trust and Junior Isas.
What will the interest rate rise cost you on your mortgage?
Millions of homeowners face punishing mortgage bill hikes after interest rates rose to 0.5 per cent today Increase is second rise in seven weeks, after interest rate edged up from 0.1 to 0.25 per cent in December Those homeowners with fixed mortgage deals will not see any increase in repayments
Price of advice weighed down by 'dead wood'
The price of advice is being weighed down by "dead wood" in the supply chain, according to the chief executive of boutique wealth manager Investment Quorum. Petronella West told listeners on a call hosted by the Lang Cat this week (December 8) that although it can be "frightening" for smaller firms to cut down on the providers they use, there was a monetary benefit in doing so.
Top 100 Financial Advisers 2021: The top 20 firms
It's time for the final part of FTAdviser's Top 100 Financial Advisers 2021, our annual rankings detailing some of the best advisory firms from across the UK. The full top 100 is available here, and below are the top 20 firms this year - the only businesses to have numbered rankings in 2021.
Healthcare funds focus on innovation and psychedelic therapy
Two new funds have launched: one, an investment fund dedicated to psychedelic healthcare, the other an open-ended investment company (Oeic) investing in health challenges. The Psychedelic Healthcare Fund is launched by Neo Kuma Ventures, a London based newly formed venture capital firm focused solely on psychedelic medicine.
Global funds hold equity allocations at over 3-year high
BENGALURU, April 30 (Reuters) - The current run-up in stocks has at least another three months to go, according to fund managers in Reuters polls who kept their recommended equity exposure at last month's more than three-year high and trimmed suggested bond holdings further.
Global funds prefer stocks despite risks still at play: Reuters poll
BENGALURU (Reuters) - Funds increased their preference for stocks to a two-year high at the expense of bonds and cash holdings in their model global portfolio recommendations this month in a Reuters poll, despite world share markets struggling on the coronavirus breakout.
Global funds once again opt out of stocks, despite rally, Reuters polls show By Reuters
Striking South Korean truckers target chips, put brakes on port activity By Byungwook Kim and Heekyong Yang ULSAN, South Korea (Reuters) - Defiant South Korean truckers embarked on broader and more aggressive strike action on Friday, threatening to...
POLL-Global funds prefer stocks despite risks still at play
By Rahul Karunakar and Hari Kishan BENGALURU, Jan 31 (Reuters) - Funds increased their preference for stocks to a two-year high at the expense of bonds and cash holdings in their model global portfolio recommendations this month in a Reuters poll, despite world share markets struggling on the coronavirus breakout.
Dos and don'ts of diversification
If you've built up a decent amount of wealth you'll want to at least preserve what you've made or maybe continue to grow it. And one of the main ways to do this is to diversify your assets. By ensuring your portfolio is well diversified across different asset classes, geographies, styles and size, you spread your risk exposure.
Breaking into the boardroom, tackling the seniority gap
FTSE 100 CEOs are more likely to be called Steve than they are to be women, who account for 50% of the population, unlike men called Steve. The government has set targets for 33% of board members to be female by the end of 2020, and data released in July by the Hampton-Alexander Review shows the FTSE 350 could meet the target if current progress is maintained.
How should I invest my grandmother's wealth to pay for her care?
I am responsible for handling the finances of my sprightly 96-year-old grandmother, who was encouraged to move into a care home several years ago. She will soon exhaust her cash savings in paying for care but can fall back on dividend-earning investment trusts and stocks in an Individual Savings Account (Isa) and a dealing account of about £500,000.
Investment Quorum CEO Petronella West: 'I don't want to be too big, I don't want to be Tilney'
Confidence, empathy and a winning smile (and of course great financial acumen) have propelled Petronella West, CEO of Investment Quorum, to the top. But it hasn't always been the smoothest ride, writes Rasika Sittamparam Among the most striking features of Investment Quorum's co-founder and recently appointed CEO is her wide and welcoming smile, which dimples her face.
Petronella West: 'Give me a back-to-work mum any day'
In 1985, aged 17, Petronella West left the world of education behind and took her first steps into working life. Having been enrolled at a top private London day school called Lady Eleanor Holles, she leapt into a role working as an administrator in an "old school" financial services firm, after completing a secretarial bookkeeping course.
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