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With an up-turn in summer weather, there are some positive developments. For one thing, as we highlight in the summer edition of our newsletter, markets are looking up. Evidence is pointing to an uptick in dividends and one-off payments to shareholders in 2021 following sharp falls in 2020.

Looking further afield, in our feature for this edition we examine inheritance tax (IHT). With house prices continuing to rise, and following the Chancellor’s freezing of the IHT threshold for the next five years, increasing numbers of estates will become subject to IHT. Yet more than 50% of adults over 55 in the UK do not have any idea of how their estate will be taxed. While we may not relish looking towards the end of our lives, estate planning can help support your loved ones when you are no longer around. Our article looks at the current inheritance tax rules and how they are likely to change in the near future.

Other stories for this edition include:

  • Tax planning for families
  • Portfolio Rebalancing
  • ‘Greenwashing’ warning
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