Client News

Keep up to date with Ernest Grant news and industry insights through our blog.

September 2020

The Proposed IHT Changes For Siblings

At the moment, only those who are married or who are registered civil partners are exempt from paying inheritance tax (IHT) on money or property left to them by their spouse. This was expanded to include heterosexual civil partnerships at the end of 2019. But the law does not cover siblings who are cohabiting.They are…

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How Ethical Are Your Investments?

As pressure mounts on governments and financial institutions to do more to combat climate change, the demand for ethical investment opportunities is on the rise. Triodos Bank’s annual impact investing survey has found that nearly half (45%) of investors say that they would be keen to move their money to an ethical fund as a…

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Have You Overpaid Pension Tax? HMRC Has Refunded £627million

Pension savers across the country could be due a rebate after new HMRC figures show that some have been wrongly taxed after drawing from their pension pots. Hundreds of thousands of people have been overcharged in tax since new pension rules were introduced back in 2015. As you may already know, pension freedoms gave savers…

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August Markets in Brief

If we looked at this month’s news from an objective standpoint, we’d expect it to have been a rather bad one for the global economy. After all, this was a month where coronavirus continued its march around the world with US cases reaching a morbid 6 million. Japan, the world’s third largest economy, recorded its…

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