News & Commentary
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Inheritance tax is changing. Which countries could have a claim on your wealth?
Moving abroad may not end your UK inheritance tax exposure. I explore the recent rule changes, the pension reform ahead and how my Inheritance Tax Map can help your family plan.
Democrats won Congress. Should UK investors change their portfolios?
Democrats have won the US House and Senate. I look at what happened to US shares, what 50 years of market history tells us and what I’d check in a UK portfolio.
What Wednesday’s Budget Means for a £5 Million Portfolio
A £5 million balance sheet can look reassuring. But a family home, a rental property, a pension and an offshore bond do very different jobs—and face different tax rules. [...]