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Despite the promises made by David Cameron to raise the inheritance tax threshold to £1mn, it remains stuck at £325,000. The value of any estate over and above that is taxed heavily at 40%, although changes in the 2015 budget will be start to be implemented next year with a ‘family home allowance’ element, enabling […]
One of the most common reasons potential clients first make contact with us is that they have received a large sum of money, often an inheritance, and they want advice regarding how best to invest it. The inheritance or windfall is probably a larger sum than they have had to play with previously and therefore […]
As we wave goodbye to the force of nature that is Brangelina and the two heartthrob millionaires begin the painful process of unpicking their lives together and dividing up their vast fortune it seems timely to reflect upon how divorce can play havoc with your financial planning. When you are planning a wedding, splitting up […]
They say that procrastination is the thief of time but could it also be stealing you of a secure financial future? Here at Infinity, we believe that a sound financial plan usually includes the following elements: A retirement fund Health insurance Life insurance Critical illness cover Income protection insurance Of course, it is very easy […]
FATCA – the Foreign Account Tax Compliance Act that was passed in the US in 2010 – has been playing havoc with the finances of American expats. It has become extremely difficult for US expats living abroad to invest, the reason being that investment institutions and banks simply don’t want the bother of having to […]
Hands up if your ideal evening involves studying your bank statements, working out whether your income is going to cover your outgoings and trying to balance your household books? No, me neither! While budgeting isn’t the most exciting of ways to spend your time, it is a necessary evil if you want to ensure that […]
The US government’s policy of taxing all US citizens, regardless of where they live, is almost unique (as far as I know, only Eritrea is the only other country which does it!). The draconian FATCA law which forces them to declare all overseas assets is extremely unpopular, not just with individuals, some of whom have […]
It is safe to say that Hugh Richard Louis Grosvenor, the 7th Duke of Westminster, won’t have much to worry about financially for the rest of his days, having recently inherited an estimated £9bn from his father, who died last month. Even better news for the new 25 year old duke – he won’t have […]
It is no secret that pension fund managers have had a tough time balancing the books in recent years. Not only have they had to face the fact that many people are living longer than expected but low interest rates over a sustained period coupled with quantitative easing measures by the Bank of England have […]
Unless you are filthy rich, you will have finite financial resources which means carefully considering what to spend your hard-earned cash on. This inevitably involves weighing up priorities and often making some tricky financial decisions. It can be very easy to get bogged down in details and be unable to see the wood for the […]
Gold is generally regarded as a safe investment in troubled times and when volatility hits the markets, investors often rush to shift funds from equities to gold. It is essentially seen as somewhere to store wealth when other asset classes appear risky. Of course that doesn’t mean that it can’t lose value just like any […]
Britain has a new prime minister and for the second time in its history, the person in charge is female. Whatever your thoughts on Theresa May’s politics, it has to be a good thing that small girls and young women will be inspired by a strong woman leading the country and proving that the glass […]
There is nothing like a bit of volatility to undermine investor confidence but how we react to uncertainty in the markets can have a huge effect on the value of our portfolios. Faced with yo-yoing markets, investors can largely choose from one of two strategies: either try and time the markets or take a long […]
The heart-warming story of Eric Clapton auctioning a guitar to help out a fellow musician is also a cautionary tale of the importance of having comprehensive health insurance. The legendary British singer-songwriter, who penned classics such as Layla and Wonderful Tonight, put one of his guitars up for auction when he heard that his friend, […]
If you were to weigh up whether or not to procreate purely on a financial basis you’d almost certainly come to the conclusion that you couldn’t afford it! An annual LV survey has shown that raising a child to the age of 21 in the UK costs more than the average house and is rising […]
Think of your regular outgoings each month, they probably include some or all of the following, and perhaps additional ones not listed: Mortgage or rent Bills Car and other travel costs Medical bills for you and your family Your pension Loan repayments Travel and holidays To feed, clothe, school and entertain your children Sports and […]
It seems that barely a week goes by without the release of some scary statistics which reveal just how ill-prepared the vast majority of people are for retirement. Take this report from the Economic Policy Institute in the US which reveals that the average couple has just $5,000 of retirement savings and even those approaching […]
Our investment management partner, Tilney Bestinvest, has just released their latest Spot the Dog study of underperforming funds. The report is something of a bugbear for those fund managers who are destroying value for investors, leaving nowhere for them to hide. You can download a free copy here. Fund managers at M&G are top dogs […]
$26.5bn ($20bn) is an enormous amount of wealth to be responsible for but that is the value of assets under management by Infinity’s partner, Tilney Bestinvest, following the acquisition of the Towry group in a £600mn deal. The acquisition, which has increased Tilney Bestinvest’s assets under management by over 60%, was completed earlier this week […]
News of yet another British holidaymaker stranded in a Thai hospital has hit the headlines this week and, sadly, it is for all the wrong reasons. 51 year old Kathryn Williamson was holidaying in Thailand when she collapsed with seizures and was rushed to a Bangkok hospital. She remained there in a coma and on […]
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