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Welcome to The Globe

With a new year upon us we look at what global markets may have in store for us in 2024, and some of the expected tax changes which could be introduced in the coming months. There’s also a helpful reminder of the steps which you might need to take ahead of the new tax year in April.

One area of financial planning affecting more families than ever before is Inheritance Tax, so we look at how family heirlooms can be used to reduce the bill. And with younger generations in mind we explore what you might need to consider if you’re planning to support your children financially through university.

To round off, our friends at Lightfoot Travel share some travel highlights to help inspire your holiday plans for the months ahead.

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

Jeremy Woodley

Director

Keeping the balance 

2023 proved a challenging year for investment markets, although the last quarter of the year delivered some strong results.

With inflation and interest rates looking set to stabilise through 2024, Charlie Buxton, our Head of Investment Management, and Ian Hooper, Chief Investment Officer at Progeny, provide the latest insights.

Can a family heirloom reduce Inheritance Tax?

Inheritance Tax is one of the most punishing elements in the UK tax system, and many families are keen to do everything they can to reduce or eliminate it. One option is to use a family heirloom to offset the bill.

Steve Wright, our Estates Director, explains what’s possible. 

Read more >>

What UK tax changes are expected in 2024? 

With a general election in the UK looming, it’s not unlikely that there may be tax changes ahead.

So as 2024 begins what can we expect when it comes to UK tax?

Peter Webb, our Head of Tax Advisory, takes a look. 

Read more >>

10 financial planning checks for unmarried couples 

Protecting your financial position when you’re unmarried may be slightly more complicated. But with some careful checks you and your partner can take steps to ensure you’re not financially disadvantaged.

Ed Read Cutting, our Director in Belgium, looks at the key areas to consider.

Five steps to take before the new tax year

The current tax year ends on 5 April 2024 with the 2024/25 tax year kicking off a day later. With the end of the tax year approaching it’s a good idea to begin to plan what you need to do.

Peter Webb, our Head of Tax Advisory, shares his top tips.

Read more >>

Webinar: Navigating a successful financial future 

Whether you’re interested in setting clear financial goals, saving to buy a property or building your retirement funds, our next webinar focuses on enhancing your financial wellbeing.

Join us on Wednesday 7 February to hear about the fundamentals of financial wellbeing and the key elements of a robust financial plan.

Register here >>

How to fund your child’s university education

University is still an important rite of passage for many young people, and a pre-requisite ahead of a number of career paths. But the cost of tuition fees and living expenses means that funding your child’s university education can result in substantial cost, with added complexity if your family are expats.

Matthew Curtis, our Director in Hong Kong, explores what you might need to consider when supporting your children financially through university.

A year of inspirational travel 

As the new year unfolds, Caroline Underhill, our Global Marketing Director, spoke to our friends at Lightfoot Travel to bring you a curated list of travel inspiration for 2024.

From the enchanting landscapes of Kenya in February, to encountering wild orangutans in the jungles of Malaysian Borneo in August, let these seasonal favourites capture your imagination for future adventures.

Read more >>

Bringing sustainability to fine dining

Choosing to enjoy a special meal at a top restaurant is always a cause for celebration. But there’s a growing awareness of the impact that dining out and enjoying far-flung produce can have on the world around us.

Caroline Underhill, our Global Marketing Director, looks at the shift towards sustainable dining and the impact of schemes including the Green Michelin Star.

Read more >>

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