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Latest Informer articles

Informer Complex Families

New tax rules for clients investing in UK property funds

New capital gains tax (CGT) legislation impacting non-UK residents investing in UK property funds is something you may need to be aware of. Read more to find out the impact on your clients. Topic:Trust & Taxation
The perfect storm

Three reasons why inheritance tax is becoming a ‘perfect storm’

David Denton, Head of Technical Sales - Three reasons why inheritance tax is becoming a 'perfect storm'. Offering an opinion on why it's important for your clients to think about IHT planning. Topic:Trust & Taxation
IHT PLANNING

Exposing the myths on IHT

It’s easy to get some of the facts wrong when it comes to IHT. David Denton looks at three key areas that can cause confusion. Read more to find out what is fact and what is fiction. Topic:Trust & Taxation
Is it hard to invest ethically

Is it hard to invest ethically

Investors may be concerned that their ethics and investing won’t mix, and that investing will mean compromising their principles. But do they understand what is meant by ethical investing? Topic:Investment Planning
View of inheritance tax report

Office of Tax Simplification Report on IHT issued

The long-awaited report outlining proposals to simplify the UK’s inheritance tax (IHT) system has finally been published. This article takes a look at the key proposals and the potential impact they could have. Topic:Trust & Taxation
Global mobility, international tax systems and wrapper choice

Global mobility, international tax systems and wrapper choice

David Denton emphasises the value of advice for clients as they move around the globe. Topic:Financial advice
How parents could be risking their children’s inheritance

How parents could be risking their children’s inheritance

Having worked hard to build their wealth, parents naturally want to protect it and see it eventually pass to their children. However, parents could potentially be just three bad decisions away from risking their children’s inheritance, and leaving them with nothing. Topic:Trust & Taxation
Pension transfers

Pension transfers - still in the spotlight

David Denton explains why advisers must keep their eyes on the ball as pension transfer business remains under close regulatory scrutiny. Topic:Retirement
Stocks

Current risks and investment themes

Our sister company, Quilter Investors, recently invited experts from some of the world’s leading fund management houses to discuss some of the key investment risks and themes they see today. Topic:Investment Planning
Group of people

Stuck in the Middle

Portfolio manager at Quilter Investors, Rasmus Soegaard, explains how changing consumer tastes and new lifestyles have put an unprecedented squeeze on those consumer products stuck in the middle price bracket. Topic:Investment Planning

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