Occupation: Retired

Interests: Bonds, Emerging Markets, Oil, Stocks

Peterg's Latest Comments

My understanding, from speaking with one professional previously (yes, a 'tax expert', the one thing people normally tell us they are not!) is that if things are tightened up/changed in the IHT investing space, it will likely be the more 'contrived' lending schemesI'm certainly no expert on this, but I would agree that clearly the motivation is to eliminate the misuse of IHT reliefs that…

Bear in mind that if your mother could survive for two years having invested in high quality AIM companies which qualify for IHT relief, the “going down” part would have to be in excess of 40% before her estate would be worse off than it is just now.Not quite true. It will depend on the size and placing of the estate. For an estate of…

Yes, absolutely, my mother will get professional advice; it’s just great for me to learn a little bit more here in advance, so that hopefully I can have a more informed discussion if/when I get involved in any dialogue with the adviser. Exactly the right approach. While I certainly agree that your mother should be getting professional advice on this, the harsh reality is that…

As far as I'm aware it's only those with AJ Bell who have this issue, so I think trying to lay part of the blame on Somero Enterprises Inc (LON:SOM) is not really reasonable. Selftrade got mine to my account within a couple of days (perhaps 1 day slower than a normal £ div), and all the others I've heard reports of have managed much…

However, you are right about the situation with Somero Enterprises Inc (LON:SOM) as I have queried the delay and received much the same response. Apparently it is a combination of it being a $ cheque and the banks having a a significant backlog at the moment (probably down to retail investors getting out of the market before disaster really strikes!).I think this is a nonsense…

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