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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.
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.
US Treasury yields have continued to climb as strong growth supports expectations of rate hikes from the Federal Reserve. However, the greater concern for bond markets is France as the National Assembly appears unable and unwilling to address the relentless rise in government borrowing.
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Inheritance tax – the basics
By Worldwide Financial Planning
Categories
Financial Planning, Inheritance Tax
Trusts, gifts, insurance, pensions, seven-year rules, allowances and reliefs all get thrown onto the table. Before long, you have a financial version of a deep kitchen cupboard - everything is technically in there but finding what you need is another matter.
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US FOREIGN POLICY DOMINATES UN ANNUAL GATHERING BUT LITTLE PROGRESS IN EVIDENCE
This week oil traders were once again dancing to Donald Trump’s tune as a potential meeting between the US and Iranian presidents on the sideline of the UN’s annual general meeting raised hopes that a breakthrough was possible. In the end, Trump delivered another confrontational speech and there was no meeting between the rival leaders.
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Immediate inheritance tax saving
By Worldwide Financial Planning
Categories
Financial Planning, Inheritance Tax
Suppose you have £1million sitting in deposits and investments which you know you are unlikely to spend (like you do). If it remains in your estate until death and sits above your available exemptions and allowances, some of it could ultimately suffer inheritance tax at 40 per cent.
