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This week politics has played a big part in market moves. France’s CAC 40 index led the recent fall in European shares as violent protests highlighted the government’s difficult fiscal position. With the government short of options, French bonds have sold off heavily.
Inheritance tax planning has an unusual obsession with seven years. Make a gift, survive seven years and, broadly speaking, the gift can fall outside your estate. Naturally, that leads to much excitement about calendars and considerably less excitement about dying before the appropriate date.
Some investors have parked money in bonds after selling AI-linked stocks on concerns about valuations of some companies. More significantly, other investors have been tempted by the highest yields on developed government bonds in over 20 years.
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Inheritance tax - giving your money away and retaining control
By Worldwide Financial Planning
Categories
Financial Planning, Inheritance Tax
The government’s change in terms of bringing pensions into the realms of inheritance tax is like your friend charging you for your birthday present.
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BOND MARKETS TAKE A BREATHER AS INVESTORS’ WILLINGNESS TO FINANCE AI EXPANSION IS TESTED
The effect of this month’s rise in bond yields and interest rates is evident in some corners of the equity market. For example, a sharp drop in European bank stocks has contributed to a decline in the wider market, as some investors harvest profits after a strong run this year.
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Inheritance tax with a Discounted Gift Trust
By Worldwide Financial Planning
Categories
Financial Planning, Inheritance Tax
Fancy title, but bear with me. The easiest way to get money out of your estate is to give it away, but most people have developed the inconvenient habit of needing money to live on. Long sigh.
