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 Oxford Capital Estate Planning Service is designed to take advantage of Business Property Relief (BPR). It invests in a mix of unquoted trading companies with a focus on renewable energy and infrastructure.HighlightsChoice of five investment ...
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 ...
Five 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 your ISA being clobbered by ...
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 ...
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 ...
