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Charlotte Ransom, of wealth planning firm Netwealth, said: “FICs are tools that we increasingly see investors considering as part of the armoury for efficient inheritance tax and estate planning.”
"There's a bit of nervousness around how large the U.S. deficit has been structurally for a given period of time. You're going to have a very uncertain picture with regards to growth and a certain outlook for deteriorating public finances," said Iain Barnes, chief investment officer at Netwealth.
Netwealth CIO Iain Barnes said he was keeping his portfolios broadly diversified and neutral on market risk for now and expected bond yields and investor sentiment to remain volatile.
"The uncertainty is what (the tax cuts) do to the aggregate mix of the national finances and whether or not that, in itself, becomes a source of volatility," he said.
He was also cautious on U.S. stocks and corporate credit, he said.
Charlotte Ransom, chief executive of Netwealth, a wealth manager, says a mid-retirement MOT is a “vital” opportunity for retirees to understand their financial position in what can be a “surprisingly long” second phase of retirement.
By blending smart technology with expert advice, Netwealth’s CEO Charlotte Ransom is transforming how wealthy clients engage with their money.
Gerard Lyons joins Sky News to discuss the US Tax "megabill"
"There's a bit of nervousness around how large the U.S. deficit has been structurally for a given period of time. You're going to have a very uncertain picture with regards to growth and a certain outlook for deteriorating public finances," said Iain Barnes, chief investment officer at Netwealth.
By blending smart technology with expert advice, Netwealth’s CEO Charlotte Ransom is transforming how wealthy clients engage with their money.
