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Welcome to The Globe

In this spring issue, we review recent events in the banking sector and the impact on global investment markets. With intergenerational wealth a growing consideration for many families, our team also share insights on some of the main issues. Elsewhere there's a look at boosting your State Pension and reducing the impact of Inheritance Tax on one of your key assets - the family home. 

On a lighter note we also explore some exciting destinations for travel this year, and hear from an inspirational organisation who have set out to ensure children and teenagers are being equipped with the skills to develop strong financial literacy. 

As always, if you need any advice or support with your own financial planning, please get in touch. 

David Pugh

CEO

What’s the impact of the Credit Suisse takeover? 

This month has seen various tremors across the banking sector with the takeover of Credit Suisse coming hot on the heels of the downfall of Silicon Valley Bank. So is wider turmoil on the horizon?

Charlie Buxton, our Head of Investment Management, shares his thoughts on the impact for global markets.

Planning for intergenerational wealth

Leaving a financial legacy for children is something many parents are keen to do. But there are a number of practical and emotional considerations to bear in mind.

Steve Wright, our Estates Director, takes a look at some of the attitudes to inheritance and intergenerational wealth, and some of the key conversations it might be useful to have in your own family. 

Read more >>

Inheritance Tax and the family home  

For many, the family home is the most significant asset – both in terms of its financial value and because of the strong emotional ties it creates. But it can be difficult to know how best to manage family property when it comes to Inheritance Tax.

Claire Spinks, our Head of Tax Technical and Development, explores what to consider.

Read more >>

Leaving a charitable gift    

Setting up a Will allows each of us to establish what will happen to our Estate when we die. For many there’s a need to ensure family and friends are well provided for, and that certain plans are in place. But more and more people are now keen to leave a legacy for their preferred charity too.

Steve Wright, our Estates Director, looks at the growing popularity of leaving behind a charitable gift.

Boosting retirement income 
 

The UK State Pension can be a useful ‘top-up’ to a personal pension. And if you’ve missed making some of your contributions over the years there’s an extended opportunity running until the end of July to fill in any gaps.

Jack Lear, our UK Financial Planning Manager, takes a look at what’s possible. 

Read more >>

The UK Budget - steadying the ship 

With a remit of boosting economic growth the UK Chancellor, Jeremy Hunt, delivered the UK Budget earlier this month. An overview of all the detail is available in our Budget report. 

Alternatively, register to join Peter Webb, Head of Tax Advisory, on 6 April for our upcoming webinar: Unpacking the Spring Budget.

Register here >>

Knowing where to turn 

Whether you are based in the UK or overseas, there are a range of financial issues with which you might be looking for support. 

Our downloadable guides have been created by our experts to share useful information about key financial milestones including retirement, moving overseas or back to the UK and a considerable tax planning worry - Inheritance Tax.

Financial empowerment through education

Financial literacy is one of our key areas of focus; only by building financial skills across our communities will we all truly have the opportunity to achieve financial freedom.

Caroline Underhill, our Global Marketing Director and Head of CSR, hears from KFI GLOBAL about its work to empower young people.    

Read more >>

Travel hotspots for 2023 

If you’re ready to plan long-awaited trips around the world this year, then there are plenty of exciting options waiting.

With many of us ready to put our passports to good use, we spoke to our friends at Lightfoot Travel to learn more about some of their recommended hotspot destinations from around the world for 2023. Happy travelling!  

Read more >>

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