Proper inheritance tax planning could save your family hundreds of thousands.
With investors reviewing funds prices and stock movements on a daily and weekly basis, you would think that they would take the time to ensure that their estate was watertight in the event of the unforeseen.
Sadly, for the majority, this is not the case. Why spend hours per year aiming to squeeze an extra 3-4% investment return year on year when the only recipient of this hard work may be the tax man?
Our goal at SB Asset Management is to not only maximize your investment returns but assist you structure your portfolio to protect your wealth for the loved ones and future beneficiaries.
Making a will is essential if you want to ensure your money goes where you intend it to after you die. It is also another good way to ensure that your family does not pay more inheritance tax than they need to.
Have you made a will? If not, why not? To bring up to date or to organize these aspects of your financial planning contact us now.
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Think property and you probably don’t consider purchasing an 'alternative investment' more a viable investment option that offers excellent returns on initial capital.
The growth in buying property both in the U.K. and overseas for either investment purposes or as a second holiday home is at an all time high.
Some of the fastest growing markets include South Africa and Dubai as well as many of the recent countries that now form the EU. More mature markets such as Spain, Portugal and France are still continuing to attract international property investors at accelerated rates.
Here at SB Asset Management we partner you with the most suitable investment property consultants that fulfill your chosen criteria. We enjoy reciprocal relationships with many of the leading property management firms and real estate specialists.
Click here to for further information on current hotspot locations. Or simply tell us where you may be considering your next purchase and we’ll source a local broker for you.
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