Following the Chancellor’s Budget Statement on Monday, we have produced a summary of the main points of discussion.
Our Budget Newsletter can be downloaded here.
Investment Strategy Quarterly – October 2018
October’s Investment Strategy Quarterly, produced by the Raymond James Investment Strategy Committee is now available.
Featured in this issue:
- Trade Wars: Should you pick a side?
- Can a Brexit compromise really happen?
- Is inflation coming back?
Click here to read the latest issue.
Avoiding an Inheritance Tax Nightmare
Inheritance tax has been cited in the past as a voluntary tax, as there are many ways to reduce one’s IHT liability. While there are a number of options, it is often not practical or advisable to completely mitigate IHT.
Andy Butcher offered his views to Money Observer.
The article can be found here: https://www.moneyobserver.com/dont-sleepwalk-inheritance-tax-nightmare
Please note, we are not affiliated with Money Observer and the views and information expressed on their website are their own.
Market Commentary September 2018 – “You can’t learn in school what the world is going to do next year”
Chris Bailey, European Strategist at Raymond James Euro Equities provides his latest market views.
Click here to read more.
Time is round, and it rolls quickly…
The past year has flown by, but a lot has happened. We took some time to reflect on what we have been up to in the past 12 months and have summarised a few points of interest in our Annual Update.
Raymond James, Hampstead, Annual Update 2018
Why Giving Your House Away Won’t Save You Inheritance Tax
As attention grows on ways to reduce your Inheritance Tax liability, Andy Butcher spoke to The Sunday Telegraph on a common pitfall.
The article can be found here.
If you would like to discuss your options to reduce your IHT 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.
Client Survey 2018 Results
At Raymond James, Hampstead, we aim for the highest standards at all times. The best way to discover if we are delivering on our promises is to ask our clients – so we did. We’re delighted to publish the results of the 2018 client survey below.
The Client Opinion Survey had a 28% response rate with 13 responses.
Reducing your Inheritance Tax Liability
Recent figures show that HMRC recouped a record amount in Inheritance Tax (IHT) in the last tax year; Andy Butcher provides comment for The Telegraph on the increase in people who are liable to pay IHT and some of the difficulties they are faced with when planning for the future.
The article can be found here: How to navigate the murky maze of inheritance tax
If you would like to discuss your options to reduce your IHT 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.
Market Commentary August 2018 – “Hot, hot, hot!!!”
Chris Bailey, European Strategist at Raymond James Investment Services provides his latest market views.
Click here to read more.
Citywire Charity 10k Run
In the midst of the recent heatwave, 3 of our team at Raymond James, Hampstead made the slightly rash decision to take part in the annual Citywire 10k race. The weather looked cool for the most part of the day, but as the starters gun was fired, the sun broke through and made things considerably harder!
272 runners took part in the event, raising close to £20,000 for Citywire’s chosen charities, Shelter and St Barnabas House Hospice.
Despite being exhausted at the end, Stuart, Latrena and Andy were delighted to have been able to take part, and we are extremely grateful to our sponsors who helped us raise £2,000 for the two charities. We and look forward to beating our times in next year’s event and raising more money for some fantastic causes.
More information on the run and two charities can be found here.
