Where Wealth Meets Wisdom.
Worthwhile planning now to slash your inheritance tax
Worthwhile planning now to slash your inheritance tax
Attempting to plan what should happen to all your earthly assets is a complex task. Many people walk a tightropebetween making their wishes fair, tax-efficient and not so generous they risk running out of cash.…
Gulf Energy Rebuild: Who Benefits from the LNG Repair Cycle
The US-Israel-Iran war has left Gulf energy infrastructure vulnerable. The joint strikes began on 28 February, followed by a conditional ceasefire from 8 April. The outlook shifted on 17 June, when the US and Iran agreed a 14-point memorandum of understanding. The interim framework calls…
SpaceX and AI: The Next Market Frontier - New Era or Déjà Vu of 1999
Hyperscalers have committed more than $600 billion this year alone to AI infrastructure. This amount of capex rivals the internet investment boom; however, the key difference here is duration, not amount. The current AI capex cycle is only three years old, while the 1990s buildout…
Europe's Quiet Comeback
For investors, the Trump 2.0 administration's roadmap hasn't gone as planned, with US stocks cooling due to a sluggish economy, changing economic policies, and increased AI competition from China. The S&P 500 and Nasdaq indexes have dropped by -3.20% YTD and -7.80% YTD, respectively, since…
Global Markets & Economy Adjust to US Tariff Shock
President Trump has declared that import duties will be raised significantly. Beginning on April 5, all imports will be subject to a "baseline" tariff of at least 10%; starting on April 9, there will be higher "reciprocal" rates for specific trade partners thought to have…
The tragic inheritance tax quirk that could save you £400k
The little-known rule can save relatives hundreds of thousands of pounds if their loved ones’ deaths were simultaneous or when it is unknown who died first. But the law only works this way in England and Wales, and not in Scotland and Northern Ireland.…
Market At Crossroads Scenarios That Could Shape the Next Big Move
Following the recent market downturn, investors are questioning when stability might return, whether a recession is imminent, and if a shift towards pro-growth policies could occur. While the future remains unpredictable, assessing both downside and upside market scenarios can help frame investment decisions.…
The Trust Lessons from the Earl of Yarmouth's £85 Million Estate Row
A family’s bitter court battle over their £85 million estate raises complex inheritance disputes and governance challenges The family's ancestral seat, Ragley Hall in Warwickshire / Image: Shutterstock A recent high-profile legal battle within the Seymour family has highlighted key lessons on trust governance and…
Wealthy Britons Embrace Creative Tactics to Beat Inheritance Tax
The 68-year-old owner of a drinks and hotel chain in northern England is readying to hand over the princely sum of £100,000($130,000) a year for life insurance that will cover the estimated £10 million inheritance tax his heirs will need to pay on the business…
Trump Presses Ahead with Tariffs. What Now?
Over the weekend, Trump issued executive orders to impose a 25% tariff on the majority of imports from Canada and Mexico and an additional 10% levy on all imports from China. Mexican energy imports will be subject to the full 25% duty, but duties on…
Welcome Back Mr President!
Donald Trump will become the 47th president of the United States. The past president is only the second person in American history to be re-elected to non-consecutive terms after obtaining the 270 Electoral College votes required.…
The Labour Government's First Budget Since 2010
The Autumn budget is aimed to enhance UK growth while modestly raising inflation. In this short note, we look at the announced measures and the potential impact it may have on UK assets.…