Worldwide Financial Planning

Trading is usually lighter in mid-summer, meaning large and unpredictable market moves are more common, but the scale of this week’s sell-off was notable. The long bull run for US equities has many investors concerned about how long the rally can last and markets still lack a clear view of where interest rates go from here.

The options are to: immediately take an Annuity; a Flexible Access Drawdown; Retire later; take as Regular Lump Sum Withdrawals; Take the Whole Pension Pot; or a combination of the above.

The performance of US tech stocks over the last two years and the narrowness of that rally has generated a lot of concern about whether revenue growth and lofty valuations are sustainable. This week’s updates from US tech stocks have not been terrible.

I covered the methods of mitigating Inheritance Tax last week and was asked a question regarding equity release to mitigate the tax where the property or home may be causing the tax.

The big run up in tech stocks over the last two years and the small number of firms driving performance of the broad market means some investors are questioning whether current valuations are sustainable, so anything that appears to undermine those high valuations is causing volatility.

There is often ‘fear driven’ communication around inheritance tax which can leave people paralysed to act. In reality, it’s possible to mitigate inheritance tax impact quite easily so here’s a quick summary of some effective methods to reduce your inheritance tax liability.