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Giving is supposed to be the simple bit. You transfer the money, watch the children or grandchildren put it towards a house, and enjoy seeing it used while you are still here. Inheritance tax, naturally, has other ideas.
This week US voters delivered a rebuke of Donald Trump’s political agenda. Midterm elections usually go against a sitting president’s party, but this reversal was exceptional, with several states electing Democratic senators and governors for the first time in decades.
This week suggested investors are more discerning than talk of an AI bubble implies. As Big Tech reported results, they sold companies burning cash to build data centres and stood by those still generating it. Bubbles rarely look like this.
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Leaving a legacy to a child with SEND: when kindness meets the means test
By Worldwide Financial Planning
Categories
Financial Planning
A legacy is normally meant to make life easier. Occasionally, unless it is planned properly, it can be a real mess. Let me make that easier for you with an anonymised example.
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INTERNATIONAL AND LOCAL POLITICS DRAG EQUITIES AND BONDS LOWER
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.
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Gifts out of normal expenditure
By Worldwide Financial Planning
Categories
Financial Planning, Inheritance Tax
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.
