19 October 2020 - Fathom Financial

In Conversation: David Norman CEO of TCF Investments

InterviewsBy Mark Abley 19 October 2020

Expect to hear Mark ask: What are the guiding principles that you use when you invest money? How do you select the mix between different asset classes, equities, and bonds for example? What process do you use to select the funds you invest in? Can you tell us a little more about your investment committee?…

Will Inheritance Tax affect you?

Estate PlanningBy Mark Abley 19 October 2020

Will Inheritance Tax affect you? Our plan is to attempt to explain what Inheritance Tax (IHT) is and how to work out what you need to pay and when. We have prepared a very simplistic overview of what is essentially a complex area. So, what is it? IHT is essentially the tax on the estate of someone…