AKR Wealth Management Ltd

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AKR Wealth Management Ltd Providing clients with expert financial advice and long term peace of mind.

Financial markets have a habit of repeating themselves. Every so often, investors become excited about a new technology ...
07/10/2026

Financial markets have a habit of repeating themselves. Every so often, investors become excited about a new technology or industry sector. In response, prices will often rise rapidly, drawing in more buyers and pushing asset prices higher.

These price increases may sometimes be justified. Yet, there will be occasions when there is a dislocation between prices and reasonable fundamental expectations. When this occurs, it can mean that a financial bubble has formed.

Financial bubbles have been present in financial markets for hundreds of years. The growth of railways during the Victorian era, the dot.com sector at the turn of this century, residential property in China’s main cities and cryptocurrencies all exhibited bubble-like behaviour.

The dot.com era is one of the clearest examples of what can happen. Investors rushed into technology stocks. This drove the Nasdaq index up more than sixfold before it suffered a dramatic collapse in March 2000. It took the index another 15 years to recover to its historic peak.

If bubbles follow a familiar pattern, why do they keep happening and why are so many investors caught up in them?

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/financial-bubbles-great-stories-but-bad-investments

The run-up to a Budget often prompts people to think about tax and their finances. While future tax policy remains uncer...
18/09/2026

The run-up to a Budget often prompts people to think about tax and their finances. While future tax policy remains uncertain, understanding the rules that apply today can help avoid costly surprises. Capital gains tax (CGT) is one area where unexpected bills can arise, particularly as allowances have reduced in recent years. As a result, more people may find themselves facing a CGT bill when selling or gifting assets.

If you’ve received a CGT bill you weren’t expecting, don’t panic. Understanding why it has arisen is the first step towards dealing with it and reducing the chances of it happening again.

Read more: [post.link}

Inheritance Tax planning isn't only about how much tax might be due. There’s another question worth considering:**Will y...
17/09/2026

Inheritance Tax planning isn't only about how much tax might be due. There’s another question worth considering:

**Will your family have access to the money to pay it when it's needed?**

Inheritance Tax (IHT) is generally due by the end of the sixth month after someone dies. This can create practical challenges where much of an estate is tied up in assets such as property and cannot easily be accessed or sold.

Changes from April 2027, when most unused pension funds are due to be included when calculating the value of an estate for IHT purposes, could make this an important consideration for more families.

One option that may form part of an estate plan is whole of life assurance.

A whole of life policy provides a guaranteed lump sum on death, provided the policy remains in force and the required premiums have been paid. When appropriately written in trust, the proceeds will usually sit outside the estate for IHT purposes and can generally be accessed without waiting for probate.

This could provide beneficiaries with funds that can be used towards an IHT liability without necessarily having to sell other assets or borrow money at what may already be a difficult time.

However, whole of life assurance isn't suitable for everyone. Premiums are normally payable for life and the cost can vary significantly depending on factors such as age, health and the level of cover required.

Whether it is appropriate will depend on your individual circumstances and should be considered as part of your wider estate and financial planning.

If you'd like to understand the options available when planning for Inheritance Tax, we're here to help.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

This content is for information only and does not constitute financial or legal advice.

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/whole-of-life-assurance-the-quiet-solution-to-the-iht-landscape

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritanc...
03/09/2026

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.

For some families, this will make little difference. For others, especially those with larger pension pots or estates, it could mean that more tax is due and less wealth passes to loved ones.

In the coming months, we’ll publish a series of articles exploring what the new rules could mean for people and their estate-planning decisions.

In this article, we explain what’s changing, who may be affected and some practical steps to consider.

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans

Achieving a successful handover of your business to a family member typically comes down to three aspects: early plannin...
21/08/2026

Achieving a successful handover of your business to a family member typically comes down to three aspects: early planning (ideally five to 10 years in advance), having a full understanding of the value of the business, plus open communication with all involved parties to ensure fairness.

It’s not just about passing on ownership of your company. Succession planning is also about the future leadership and management of your business. And these things won’t necessarily lie in the same hands.

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession

With the support of 90% of Labour MPs (349 in total), Andy Burnham has replaced Sir Keir Starmer as the UK’s prime minis...
24/07/2026

With the support of 90% of Labour MPs (349 in total), Andy Burnham has replaced Sir Keir Starmer as the UK’s prime minister for the remainder of this parliament, ending in August 2029 (at the latest). While pledging to do things differently, there are many challenges ahead. We take a closer look at some of the domestic issues the new prime minister may consider priorities.

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/burhams-britain-economic-priorities-to-consider

What happens when one of the world’s most valuable companies isn’t allowed into the S&P 500?SpaceX has become one of the...
22/07/2026

What happens when one of the world’s most valuable companies isn’t allowed into the S&P 500?

SpaceX has become one of the largest companies on the planet. Yet despite its size, it currently doesn’t qualify for inclusion in the US’s flagship stock market index, the S&P 500. Why?

All stock market indices have eligibility criteria which companies must meet in order to be listed on them. These include the size and value of a business (the market cap of a company), as well as having a minimum number of their shares available to be traded publicly.

With a market value just under $2 trillion, SpaceX is one of the 10 most valuable businesses globally. However, only around 7.5% of its shares are publicly trading, and the company is yet to achieve profitability, so SpaceX does not meet the eligibility criteria for some stock indices.

Yet in many ways SpaceX is no ordinary company. Its scale, profile and the level of investor interest surrounding its listing make it difficult for index providers to ignore. This has created an awkward dilemma for stock index providers. Should they stick rigidly to their rules, or change them to reflect the reality of today’s market?

If SpaceX entered the S&P 500 at roughly a 4% weighting, funds tracking the index could be forced to buy billions of dollars’ worth of SpaceX shares almost overnight. That buying pressure could push the share price higher still.

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/spacex-and-the-billion-dollar-indexing-dilemma

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63 Bawtry Road
Rotherham
S662TN

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