A successful investor faces many hurdles, some of which are external and some internal. Monday’s dramatic fall on the global markets – the worst in a single day for two years, or four years, depending on which major European or American equity index you wished to cite – could not fail to capture attention.
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An integral part of our investment process is getting the asset allocation right. Citywire publication, New Model Adviser wanted to look under the bonnet at how 3 firms manage money on behalf of their clients. Andy Butcher took part in the Asset Allocation roundtable discussion at the end of November. The transcript can be accessed below.
Asset Allocation Adviser Roundtable
If you would like to speak to us about your investments, please do not hesitate to contact us here.
The advice world is constantly changing. Where will we be in 12 months’ time, or even 20 years’ time? Andy Butcher spoke with the Citywire publication New Model Adviser about the future of advice.
You can listen to the podcast here.
If you would like to discuss any of the matters covered please feel free to get in touch.
The Residential Nil Rate Band was introduced to increase the amount of one’s estate that can passed on free from inheritance tax. However the rules aren’t as straightforward as the could be.
Andy Butcher spoke to Harry Brennan of The Telegraph about the unnecessarily complicated rules around downsizing and the Residential Nil Rate Band.
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How death taxes are killing the housing market
If you would like to discuss your IHT position and options to reduce your liability, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph for free in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.
The Chancellor recently commented on the current IHT framework, hinting that making changes or scrapping the tax was on his mind.
Australia reformed their death tax in 1979, and Andy Butcher spoke to the Telegraph on his preference for a similar system in the UK.
To see the full article, click below:
Australia scrapped inheritance tax 40 years ago – but did it work?
If you would like to discuss your IHT position and options to reduce your liability, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph for free in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.
Active or passive investment has been a long-standing debate in the investment community, but has recently come to the fore again as the proportion of global equity assets managed passively moves towards 50% (up from below 20% ten years ago).*
Our Senior Investment Analyst Stuart Saberi looks at both sides of the debate in our latest comment piece and explains how we use a mix of both strategies when managing client portfolios.
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*Morningstar Asset Flows, showing registered funds Worldwide including the US in US Dollar.
Higher house process and a frozen nil rate band mean more people are paying IHT. Andy Butcher provided comment to The Telegraph on the matter, arguing the main tax-free allowance (the nil rate band) should be increased.
To read the full article please click here.
If you would like to discuss your IHT position and options to reduce your liability, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph for free in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.
Over the weekend, Andy Butcher featured in the ‘Your Questions’ section of the Financial Times, answering a readers’ question on Inheritance Tax (IHT) matters.
The online article can be found here: Will we inherit our mother’s house — or will our stepfather?
If you would like to discuss your IHT position and options to reduce your liability, please do not hesitate to contact us.
Please note that a subscription to the Financial Times is required in order to read the full article. We are not affiliated with the Financial Times and the views and information expressed on their website are their own.
Following the success of last year’s 10k run for charity, early in July the team at Raymond James, John Street once again made their way (at varying speeds) around Regent’s Park, taking part in the annual Citywire 10k charity run.
Andy, Ed, Stuart and Latrena all ran the course and we are delighted to have raised £4,000 for two charities, Alzheimer’s Society and Macmillan Cancer Support. In total there were 256 runners taking part, helping Citywire raise an amazing £28,000 in total for the two charities.
We are all very happy to be able to play a small part in raising so much money for two fantastic charities and look forward to doing more in the coming months.
The Office of Tax Simplification has published a report outlining a number of recommendations to simplify the current Inheritance Tax (IHT) framework. Andy Butcher spoke to The Telegraph on the ‘game changing’ proposals.
The article can be found here: How ‘game-changing’ inheritance tax plans would help fast-track the young onto housing ladder
If you would like to discuss your IHT position and options to reduce your liability, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph for free in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.