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

Post-pandemic financial planning: Approaching your estate planning differently

2022-03-21T15:22:43+00:00

For many people, the challenges of the pandemic have changed their mindset on lifestyle and financial planning. As well as this, the uncertainty of this time has shifted many of the foundational concepts in estate and intergenerational planning. [...]

Post-pandemic financial planning: Approaching your estate planning differently2022-03-21T15:22:43+00:00

How a Wealth Manager can help you achieve your financial goals

2022-02-01T12:23:14+00:00

There can be some confusion about the service that a Wealth Manager can provide and how they can benefit their client’s financial goals. As a qualified IFA, a Wealth Manager can advise on any and all aspects of [...]

How a Wealth Manager can help you achieve your financial goals2022-02-01T12:23:14+00:00

Key financial dates 2022: Deadlines that investors and borrowers should consider

2022-01-25T16:50:52+00:00

What are the key financial dates to consider? With inflation rising and speculation of interest rate rises to compensate, households are likely to see a significant jump in their monthly outgoings over the coming year. For investors, the [...]

Key financial dates 2022: Deadlines that investors and borrowers should consider2022-01-25T16:50:52+00:00

Legal ways to reduce paying Inheritance Tax and what to avoid

2022-01-25T16:52:10+00:00

The UK government offers a number of legitimate ways to reduce the amount of Inheritance Tax (IHT) you pay. For example, through effective planning, you could make sure that you give friends or family gifts of assets or [...]

Legal ways to reduce paying Inheritance Tax and what to avoid2022-01-25T16:52:10+00:00
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