About Natalie Mitchell

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So far Natalie Mitchell has created 45 blog entries.

Intergenerational Planning: A family affair

2022-08-03T11:55:23+01:00

Discussing family finances is often seen as a taboo subject. But such discussions are important to have in order to sort out any financial issues, to outline personal wishes and to effectively plan for estate management if a [...]

Intergenerational Planning: A family affair2022-08-03T11:55:23+01:00

Intergenerational planning: Can I pass my pension on to my family?

2022-07-27T15:26:25+01:00

For many people their pension will form one of the biggest personal assets they own. It’s therefore important to consider how your pension can be securely passed on to your loved ones when you die. Unlike your other [...]

Intergenerational planning: Can I pass my pension on to my family?2022-07-27T15:26:25+01:00

Intergenerational Planning: A holistic approach to wealth management for the whole family

2022-07-19T09:48:30+01:00

Intergenerational planning is a way for families to use their collective wealth to support one another during their lifetimes. Traditionally, wealth has passed from one generation to the next upon death. Intergenerational planning takes a different approach and [...]

Intergenerational Planning: A holistic approach to wealth management for the whole family2022-07-19T09:48:30+01:00

Smart Money July August 2022

2022-07-11T15:10:54+01:00

Show me the money How to invest your money to avoid costly mistakes Welcome to the July/August 2022 edition of Smart Money. In this edition, we will be focusing on saving and investing in the current high-inflation environment. [...]

Smart Money July August 20222022-07-11T15:10:54+01:00

Will my workplace pension scheme provide enough for retirement?

2022-05-31T14:35:20+01:00

A question we are often asked by clients who are first considering their retirement plans is, ‘will my workplace scheme provide enough for my retirement?’. This question is of course specific to each individual. What lifestyle you want [...]

Will my workplace pension scheme provide enough for retirement?2022-05-31T14:35:20+01:00
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