Displaying 1 - 8 of 499 articles
‘Risks get unearthed when people misjudge the availability of liquidity,’ Barnes told Citywire. ‘It’s clear that people were sort of quite cautious earlier in the year, to a point where there’s a bit of complacency that’s set in [now].’
“It’s a win-win from a tax perspective on both sides of the generational equation,” says Charlotte Ransom, chief executive of Netwealth, a wealth manager. “It can generate very meaningful, long-term value with efficient compounded returns and avoids the risk of the money being spent unwisely during younger years.”
According to Netwealth, the freeze already boosts the Treasury's inheritance tax haul to a record £14 billion annually. A further five-year extension could drag another 14,500 estates into the tax system.
According to Netwealth, the freeze already swells the Treasury’s inheritance tax take to a record £14 billion a year. A further five-year extension could add another 14,500 estates to the tax roll.
Despite this, the Chancellor decided to extend the freeze to April 2030 in her last Budget – a decision that will increase the Government’s inheritance tax haul to £14bn a year, according to investment manager Netwealth.
Charlotte Ransom, of financial planning firm Netwealth, said: “If this advice has not been received, then clients are well within their rights to demand a refund – either in part or in full if no advice was ever received.”
Gerard Lyons, of wealth managers Netwealth, said: “The German approach provides a strong incentive for able pensioners to remain working. It’s worth considering here."
Gerard Lyons from wealth managers Netwealth advocates considering the German model: "The German approach provides a strong incentive for able pensioners to remain working. It's worth considering here."
