-
Sep 26, 2024 | 
international-adviser.com | Gerry Brown
Taxes on inheritances, often called ‘death duties’, have been part of the UK tax system since 1694 when Probate Duty was introduced. The ‘death duty’ currently in force, Inheritance tax (IHT), was introduced in 1986, says Gerry Brown Trust and Estate Planning Consultant at QB Partners.
-
Jul 31, 2024 | 
investment-international.com | Mark Battersby |Gerry Brown
Saffery, the top-15 UK accounting and advisory firm, has completed the acquisition of AWFM Sport. AWFM Sport, formerly Arena Wealth Partners, is a specialist advisor to some of the world’s leading sportspeople, providing them with a comprehensive range of tax, accounting, compliance and business management services and support. Clients include top ATP-ranked tennis stars and Ryder Cup winning golfers, built up by AWFM Sport over the last two decades.
-
Jul 31, 2024 | 
investment-international.com | Mark Battersby |Gerry Brown
Are your clients prepared to deal with critical illness? How would your clients cope financially if they were diagnosed with a critical illness? Treatment could last for several months so, if they don’t have adequate health cover or sick pay, the bills could mount up, especially if they are the main income provider.
-
Jul 31, 2024 | 
investment-international.com | Mark Battersby |Gerry Brown
Global private equity fundraising reached $151.5bn in Q2 2024, according to alternatives data and insight provider Preqin in its Private Equity Q2 2024 update report. In a statement on 31 July, Victoria Chernykh, AVP, Research Insights, lead author of the report, "maintains an overall positive view of the asset class, although the poor performance by 2021 and 2022 vintage funds may impact future returns".
-
Jul 30, 2024 | 
investment-international.com | Mark Battersby |Gerry Brown
St James's Place (SJP) reported today (30 July) record funds under management of £181.9bn as it looks to reach annual savings of £100m by 2027, in its half-year results. By 2030, the UK-headquartered wealth manager with Middle East and Asia presence, expects cumulative cuts of £500m, of which half will then be reinvested back into the business.
-
Jul 30, 2024 | 
investment-international.com | Mark Battersby |Gerry Brown
New poll findings in a recent webinar hosted by Bovill Newgate has revealed that while approximately 90% of firms recognise ESG (Environmental, Social, and Governance) as a crucial focus area, fewer than one-third are currently equipped to handle any substantial ESG reporting data, however, as early as 31 July 2025, they will be required to evidence their reporting data.
-
Jul 30, 2024 | 
investment-international.com | Gerry Brown |Mark Battersby
The Labour Party manifesto for the 2024 general election contained the following pledge: “We will end the use of offshore trusts to avoid inheritance tax so that everyone who makes their home here in the UK pays their taxes here.”“Excluded property” is a technical term. It describes assets of certain types which, subject to certain conditions, are effectively outside the charge to Inheritance Tax (IHT).
-
Jul 30, 2024 | 
investment-international.com | Gerry Brown |Mark Battersby
Indosuez Wealth Management (Indosuez), the global wealth management brand of Crédit Agricole Group, has appointed Francis Tan to the newly-created role of chief strategist Asia. Tan is an expert on the global economy and financial markets, in particular for Asia and ASEAN, accumulated in his over 20 years in economic research and financial services. He joins Indosuez from United Overseas Bank Group, where he spent over a decade, most recently as investment strategist at UOB Private Bank.
-
Jun 18, 2024 | 
international-adviser.com | Gerry Brown
It seems likely that the next UK Budget will be delivered by Rachel Reeves who will be the first Labour Chancellor of the Exchequer since Alistair Darling, says Gerry Brown, trust and estate planning consultant at QB Partners. In its election manifesto the Labour Party has promised not to increase income tax, national insurance contributions or VAT. No such commitment was made in respect to capital gains tax (CGT) beyond the exclusion of gains on an individual’s primary residence.
-
Jun 4, 2024 | 
thehrdirector.com | Gerry Brown |Randall S Peterson
When disaster strikes, a toxic culture tends to be the explanation of choice. But when an organisation is doing well, it is rarely mentioned. Culture is about inculcating values throughout an organisation and successful cultures are the fuel that drives a business.
