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Briefing Notes

The October 2024 Budget: What is the Chancellor Planning?
‘Replacement’ of the Lifetime Allowance
Reducing Inheritance Tax through ‘Gifting out of Income’
Annuities: Points to Consider
Being a Tortoise, not a Hare: Why we Adopt a ‘Buy and Hold’ Strategy
How to Find a Good Financial Adviser
Cash Flow Planning – an Overview
Cantab Service for City Partners
Our Advice Process
Independent versus Restricted Advice
Retirement Planning
Inheritance Tax Planning
Investment Structures
Light at the end of the Investment Trust tunnel?
Family Investment Companies
Cantab Private Office
Discretionary Management Service
Active versus Passive Approaches to Fund Management
Buy-to-let: Points to consider
ESG at Cantab
UK Green Taxonomy
UK Sustainability Disclosure Requirements (SDR)
Q&A with Cantab Asset Management’s Investment Team
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Cambridge

Cantab Asset Management
50 Station Road
Cambridge
CB1 2JH

T: 01223 52 2000

London

Cantab Asset Management
88 Wood Street
London
EC2V 7QR

T: 020 3651 0570

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Authorised and Regulated by the Financial Conduct Authority.