A recent survey conducted by the Financial Conduct Authority (FCA) indicated that 80% of respondents wanted their investment portfolios to “do some good” as well as providing them with a financial return, and 71% wanted to invest in a way that “is protecting the environment”. In November 2021, the FCA published a discussion paper; ‘Sustainability […]
Recently, we were contacted by a client, in her late 80s, who has a large liability to Inheritance tax and is a part-owner in a family business. She has large cash holdings and so the easiest way to mitigate the problem is to gift sums away. However; in order for this to be effective she […]