Bringing you live news and features since 2006 

New Inheritance Tax guide signposts ten ways to protect family wealth


EQ Investors (EQ), the boutique wealth manager led by John Spiers, has published a new guide to help raise awareness of the importance of estate planning.

The guide is designed as an aid for individuals concerned about Inheritance Tax (IHT) and sets out ten options to help mitigate one of Britain’s most disliked taxes.
Amongst the topics examined are making a will, using your pension pot, gifts of capital,  taking out insurance and equity release.

John Spiers, Chief Executive at EQ, says: “Even though it’s the one tax you’ll never pay personally, Inheritance Tax causes more heartache than most other UK taxes. IHT is a 40% levy on your estate when you die. The timing of the payment – before any money is released from the estate – can cause real difficulties for grieving families.
“It’s so important to make sure that your planning is done while you are in good health.”

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by