Articles

Articles tagged with: IHT

AIM shares: Winners and losers from the Covid-19 pandemic

27 December 2020

We met with several AIM Inheritance Tax ISA investment managers over a video call in November and December and asked: Who have been your winners and losers so far from the Covid-19 pandemic?You may be surprised ...

Is now a good time to invest in AIM?

20 December 2020

We met with several AIM Inheritance Tax ISA investment managers over video call in November and December and asked: Is now a good time to invest in AIM? You may be surprised how varied the answers ...

Today: the anniversary of IHT-free ISAs

5 August 2020

Seven years ago today, a seemingly minor ISA rule change created a solution to one of the most vexing problems wealthy ISA investors face. That problem is: how do you prevent up to 40% of your ...

Coronavirus – an update from Octopus AIM Inheritance Tax Service

6 April 2020

The most important point to make is that it is business as usual for us, and the management of the portfolios continues, albeit rather more remotely. We miss the face-to-face meetings that we usually have with ...

Review: Seneca Inheritance Tax Service

7 December 2018

Seneca Vintage is an IHT portfolio targeting a 4% annual return (not guaranteed). It seeks to achieve this by lending money short to medium term to businesses that have some form of asset-backing. HighlightsAsset-backed and secured ...

The IHT-beating investment most experienced investors overlook

13 October 2018

Are you concerned a sizeable chunk of your wealth might be eaten up by inheritance tax when you die?If so, you might like to watch this video.It gives you the main facts about a surprisingly simple ...

Inheritance tax receipts hit a new record high of £5.2 billion

1 August 2018

Yesterday HMRC released the latest statistics on inheritance tax. Revenue generated from inheritance tax last year has increased by £388 million compared to the previous year and reached a new high of £5.2 billion. This could ...

Seven investment ideas for 2018

22 December 2017

It’s the issue many investors ponder during the festive break: what investments to make in the new year? You might be perfectly happy with your portfolio. But how about something a bit different? Below you'll find ...