Worldwide Financial Planning

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.

The attempted assassination of Donald Trump and the announcement of JD Vance as his running mate mean markets are paying more attention to his economic policies as the Republicans begin to gear up for the presidential election in the autumn. The threat to make Taiwan pay for its defence created some nervousness among investors due to the island’s central role in the global semiconductor industry, and the negative sentiment towards tech stocks has dragged on global equity markets.

When you invest a lump sum of money, there is a psychological battle wondering if you are investing at the right time. Is the market about to fall? Should I wait?

Although the new government is presenting a positive and upbeat image, it was change in mood in the US that made the most difference to markets. US CPI slowed to 3% last month and Jerome Powell’s testimony to Congress made the Federal Reserve appears a little more open to rate cuts.