Updates – Page 11 – Welcome to Raymond James, Jewry Street

What would a change in IHT look like?

9th October 20199th October 2019Raymond James, Jewry Street

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 versus Passive Investing

4th October 20194th October 2019Raymond James, Jewry Street

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.

Click here to see the full article.

*Morningstar Asset Flows, showing registered funds Worldwide including the US in US Dollar.

Rising house prices increase the number of people paying Inheritance Tax (IHT)

26th September 201925th July 2022Raymond James, Jewry Street

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.

Back to school

3rd September 20193rd September 2019RJ_Admin_169

I hope you enjoyed a good break over the summer holiday period, because there is a lot to think about over the final four months of 2019 and beyond.

Click here to read the full article

Andy Butcher features in the Financial Times

3rd September 20193rd September 2019Raymond James, Jewry Street

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.

They just cannot get enough

22nd August 20193rd September 2019RJ_Admin_169

The above is not a Presidential tweet but a musing from Donald rump’s time as a property baron and television personality. An experienced investor would undoubtedly agree – sometimes you have to walk away, take a loss or change a strategy.

Click here to read the full article

Charity 10k Run

2nd August 20192nd August 2019Raymond James, Jewry Street

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.

Investment Strategy Quarterly

12th July 201912th July 2019RJ_Admin_169

Celebrating the 25-year anniversary of the Academy Award-winning movie Forrest Gump, we revisit many of the movie’s themes which remain relevant in today’s world. Forrest Gump’s mother always said that “Life was like a box of chocolates.” This memorable observation could just as easily be applied to the financial markets, as you never know what volatility-inducing headline you’re going to get next.

Click here to read the full article.

‘Game Changing’ Inheritance Tax (IHT) Plans

9th July 20199th July 2019Raymond James, Jewry Street

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.

One of those months?

6th June 201921st June 2019Raymond James, Jewry Street

In the latest edition of our Monthly Market Commentary, One of those months? Raymond James’ European Strategist Chris Bailey reviews the global and economic events that have shaped the past month and shares his outlook for the markets in June.

Click here to read the full article.