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Read the latest from our news desk, investment team and industry experts.

Freeze on the Inheritance Tax thresholds results in receipts of £4.1B for the government

In the Autumn statement, Conservative chancellor Jeremy Hunt confirmed that the Inheritance Tax threshold would be frozen at £325,000 until 2028 in a bid to provide additional income for the government. Hunt originally made the decision to freeze the IHT threshold last Spring until 2026 but has now announced the two-year extension as a result […]

Do you still have bank accounts, National savings products and investments, in the UK?

It can be comforting to retain the financial assets you have always had as they are familiar in a way that you understand. This is a natural feeling especially as many people are adapting to the Spanish way of life. However, the questions to ask are, is this wise, is this the best strategy to […]

Bespoke Wealth Management – Investing in fine art or collectibles

When choosing a piece of fine art or a collectible, there are many different things to consider and assess. Initially, there is the practical side; you might contemplate whether a piece will suit your current interior design style, whether you have space for it or if it is within your budget. Undoubtedly, and perhaps more […]

Blacktower financial management Cayman welcomes new Head of Private Wealth and Chief Compliance Officer

International investment and financial planning firm Blacktower Financial Management’s Cayman entity has announced the appointment of Jim McLean as Head of Private Wealth and Chris Shaw as Chief Compliance Officer. Cayman, September 2022 Blacktower Financial Management Cayman, provider of financial services and independent wealth management advice, has announced the addition of two new accomplished industry […]

UK Workers Unprepared for Retirement Compared to Europeans

With the cost of living crisis worsening in the UK, many workers are concerned about the future as well as the present as the pressure of rising interest rates and the prospect of a recession makes it increasingly difficult to put money aside for retirement.  However, when compared with the population of mainland Europe, it […]

Navigating Investing in Turbulent Markets

The past few years have been a trying time for anyone navigating the world of investment or in possession of illiquid assets; the combination of disruptive events, including a global pandemic, political unrest, and economic uncertainty has created a turbulent market that has been almost impossible to predict. For many investors, the automatic response to […]

Spanish inheritance tax for expats explained

Spanish inheritance tax for expats explained Spanish inheritance tax for expats explained With retirement on the horizon, it’s only natural for many of us to start thinking about how we’d like our estate to be split between our nearest and dearest. While creating a will is an invaluable first step, it’s also wise to consider […]

Tax Benefits of the Non-Habitual Resident Status

Over the past few years’ Portugal has developed a reputation as the new tax haven for affluent and high net worth individuals, all of whom wish to achieve tax optimization by relocating to a friendly, discreet and safe EU country. With Portuguese residency they are able to acquire a special tax regime, with many attractive […]

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