Posts by tudorfranklin
Don’t overlook trusts, they could be a useful way to pass on wealth
2 key reasons why you may want to update your plan during a financial review
Investment market update: July 2023
While inflation is easing in many countries, data still suggests households and businesses are facing challenges. For investors, it could mean portfolios experience volatility over the coming months. Read some of the factors that affected the markets in July 2023 here.
Why emotional decision-making could be costing you investment returns
Letting your emotions influence your investment decisions could be having a larger effect than you think. A survey suggests paying too much attention to the news and taking too little risk due to fear are two of the biggest mistakes investors could be making.
Market volatility means thousands of families may have overpaid Inheritance Tax
The way an Inheritance Tax bill is calculated could mean some families have overpaid and they may not be aware they’re entitled to a rebate. Falling property prices could mean more people overpay in the future. Find out why here.
Baffling financial jargon means Brits are overlooking ways to boost their wealth
More than a third of Brits say they find financial jargon baffling. A lack of understanding means some people are scared to invest or aren’t sure where to start. Working with a financial planner could help.
A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors
75 years ago, the UK’s first supermarket opened its doors in London. Back in the 1940s, a grocery shop would set you back just 45p. Discover how inflation has affected the value of your money here. 75 years ago, the UK’s first supermarket opened its doors in London. Back in the 1940s, a grocery shop would set you back just 45p. Discover how inflation has affected the value of your money here.
Investing 101: What you need to know about tax efficiency and your investment options
This month, read about two key decisions you’ll need to make when investing – whether you should invest in shares or through a fund, and how to make your investments tax-efficient.
Investment market update: June 2023
Persistent high inflation is continuing to affect economies and business outlook, which influenced investment markets throughout June. Find out what else may have affected your investments here.
Business owners: Is your firm protected against the loss of a key person?
A quarter of small businesses would close immediately if they lost a key person. Yet, appropriate protection is something many firms are overlooking. Find out how key person protection works and how it could add value here.
5 excellent reasons families use trusts
Trusts aren’t just useful for very wealthy families. They may be a valuable way to pass on assets to your loved ones for a variety of reasons. Read five reasons why families make trusts part of their estate plan here.
7 common but potentially harmful Inheritance Tax myths debunked
There are lots of myths about Inheritance Tax that could lead to your loved ones suffering a larger bill than you expect. Discover seven common misconceptions and what you need to consider to effectively pass on wealth here.
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