Speculating v Investing: In the final part of this investment series, read why we tune out the noise of active investment and look to an evidence-based approach to provide our clients with peace of mind.
The Manse Capital team are getting in their driving range sessions and polishing their clubs as we embark on our 2018 charity golf day on Thursday 13th September at Horsforth Gold Club. We are proud to be supporting the Leeds Community Foundation and look forward to seeing all those who will be joining us!
There’s a lot written about inheritance tax (IHT) planning and much of it is useful and reasonable. There are clever schemes that involve gifting money, investing in particular share classes that qualify for certain reliefs, complicated products from life companies, and a plethora of different trust arrangements available directly from Solicitors. However, although these schemes work, before you engage in them you should firstly consider more simple solutions, some of which I have set out below.