We begin to unpackage the growing influence of ESG factors which has pushed its way to the forefront of future investment agendas; reshaping and re-imagining the industry.
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.
In this issue, Pippa Oldfield, a Financial Planning Analyst with Leeds based financial planning firm Manse Capital looks at the opportunities available for philanthropic giving.