Share |

savings

How gifting from surplus income can mitigate an inheritance tax liability

March 13, 2023

Emily Minett reveals a potentially significant inheritance tax exemption when it comes to gift-giving.

When it comes to making lifetime gifts, many people are familiar with the “seven-year rule” in that if the donor making the gift survives seven years from the date of the gift and does not reserve a benefit in the asset given away, the value of the gift will not be taken into account on the donor’s death for inheritance tax (IHT) purposes.

What does inflation mean for family investors?

July 12, 2021

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

Ruffer on why inflation is the ‘starting gun’ for global volatility

June 17, 2021

“I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around the end of the pandemic, the US economy will likely boom,” Jamie Dimon, chief executive of JPMorgan Chase, said in May 2021.

The number of companies raising prices in the United States is at a 35-year high.

“This boom could easily run into 2023 because all the spending could extend well into 2023.”

How Covid-19 spurred an Indian family business to embrace ESG

May 27, 2021

In the family council meeting in a city in India, the patriarch of the fast-moving consumer goods family business proudly proclaimed: “I have blocked a bed, nurse, doctor, oxygen cylinder and injection, which will be available for anyone of us if we fall prey to Covid-19. I’m not taking any chances.”

A hand went up: “Uncle, what if more than one of us needed it at the same time?” He smiled and said not to worry.

Cryptoassets in a portfolio theory context

September 29, 2020

The past decade has been one of the most successful investment decades in history: US stocks rose by an average of 248%, the US real estate market by 200%, and gold as a “safe haven” climbed by 40%. The loose monetary policy as a result of the financial crisis has certainly contributed a great deal to this trend, as alternatives such as saving accounts or life insurance are simply no longer an option in times of low interest rates and increased monetary supply.

Monetary policy and a very successful investment decade

Why Cyprus changes everything

March 18, 2013

Just when you thought it was safe to go back into the market, a shark has been found swimming off the Cyprus coast.

To be more precise, the decision of the Cypriot government to levy a tax on local bank deposits has reminded investors of the delicate state of Europe’s finances.