Q. My wife and I are writing our wills, but have read some articles indicating that wills can be challenged in the court, so is there any point? A. Whilst it is true that some wills have been challenged in the courts, this is still quite a rare occurrence, and unless your wishes match exactly… Read more »
Q. I understand this new “Lifetime ISA” will give me tax relief like a pension, but I can withdraw funds early. Does this mean it is better than the pension I am being Auto-enrolled into by my employer? A. In his budget George Osborne unveiled the Lifetime ISA which will be available from April 2017…. Read more »
Topic’s covered this week: Quiet markets as terrorist murders return Is the price of oil stabilising? Earnings and macro-economic data review – continued improvements Emerging markets update Pension Shortfall in the US Personal finance compass For the latest Market Comment please click below: Tatton’s Weekly 24 March 2016
Topic’s covered this week: Stock market recovery continues – because or despite US Fed meeting and UK budget? US Fed policy & interest rates: steady as she goes Scarcity of demand – should fiscal stimulus complement monetary stimulus China’s considers “Tobin tax” on currency transactions Valeant’s debt troubles – is there an economy wide problem?… Read more »
Q. My mother passed away recently and one of the investments we discovered she had taken out was called a “loan trust”? Can you explain what this is? A. A trust is a legal mechanism for looking after assets or money for one or more beneficiaries. These are often used as a way to give… Read more »
