Insights

Investment
Protecting Your Cash With Structured Products

Structured products try to give investors the best of both worlds by offering the rewards of potential growth while protecting capital. They are like Marmite for many investors – some love them and have seen great returns, while others see them as too complicated and risky. Investors should consider structured products if they are generally…

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Market Update
Weekly Market Update

Notable events over the last week The FOMC unsurprisingly held off on raising rates yet again last week, however provided a strong indication that a 2015 lift-off is still firmly on the table. In the statement released on Wednesday, the FOMC specifically mentioned the “next meeting” and expressed less concern about international financial conditions; a…

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Investment
Cash in the bank or invest? Look to the 1% for inspiration

The phrase “the rich just keep getting richer” wasn’t coined as a result of over-generous tax breaks, courtesy of global governments keen to keep their country as attractive as possible for the super-wealthy. It is actually the investment trends and decisions made by the exclusive “1%” that is the main contributor to their growth in…

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Market Update
Weekly Market Update

Notable events over the last week Last week’s existing US home sales provided further evidence that the US recovery is likely to be supported by the strengthening domestic economy. Sales of previously owned U.S. homes rebounded last month to the second-highest level since February 2007, growing 4.7% to 5.55 million, beating expectations of 5.39 million….

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Tax Planning
Tax Planning for returning Brits

For UK expatriates returning to Britain for good, there are tax issues that cannot be avoided. The taxman takes great interest in returning expatriates, and the rules are extensive and complicated. Before beginning the process of re-introducing yourself to the United Kingdom, you must first fully understand your UK tax position. A vital aspect of…

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Tax Planning
IHT and trusts

When making succession plans, a large majority of British passport holders are advised to place their money, life insurance policies, property and assets into trust. By doing so, they effectively relinquish ownership of the assets placed into trust, instead nominating a trustee to mange and distribute the trust accordingly upon their death. As a result…

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