Please find below our Investment Market Update as at 30th June 2023.
Our monthly update this time focuses on Inheritance Tax (IHT). We also give a sprinkling of investment market perspective before finishing with perhaps a glimpse of how the UK would be better off if it followed Sweden’s lead.
Here is the agenda:
- The UK’s most disliked tax
- Rising revenues for the government
- How to mitigate inheritance tax… some options
- Market update
- Food inflation falls at last
- Further good news
- Equity markets slip
- Could Sweden be the benchmark?
The UK’s most disliked tax
Inheritance Tax is regularly voted as the most disliked tax in the UK. Essentially, it is a tax potentially payable on death. It can also sometimes be payable on gifts and certain types of trusts but as that is outside of the norm and the scope of a short article, we will focus on the situations that most people will be faced with.
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Please Note: This communication should not be read as giving specific advice regarding your personal circumstances. This would only be given following detailed assessment of your individual needs. The value of investments may fall as well as rise; you may get back less than invested. Past performance is not necessarily a guide to future returns.