Articles & Updates
Investment market update
Date: June 2009
Publication: Your Future Matters
Service: Financial Services; Wills, Trusts & Estate Planning
John Cotton, Director of Financial Services at Pannone, looks at the current issues in today's rapidly changing investment markets.It's official: Britain is in recession. After 16years of ...
Falling asset prices and the effect on inheritance tax
Date: June 2009
Publication: Your Future Matters
Service: Financial Services; Wills, Trusts & Estate Planning
Over the last 10 years, we have all assumed that values of assets will generally go up. As we know, that situation has radically changed. For executors administering the estate of ...
Charitable trusts and charitable companies
Date: June 2009
Publication: Your Future Matters
Service: Financial Services; Wills, Trusts & Estate Planning
Philanthropic individuals and business owners are showing an increasing inclination to establish charities, either on death or during their life-time. Setting up your own charity enables you to advance your ...
Trustee investment responsibilities
Date: June 2009
Publication: Your Future Matters
Service: Financial Services; Wills, Trusts & Estate Planning
There are a number of obligations placed on trustees with regard to the monies under their control. In this article, we will try to lay out the most important of ...