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

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

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

Smart Money July August 2021

2021-07-20T12:44:39+01:00

Pension boost Are you claiming all of the generous tax relief you're entitled to? Welcome to the July/August 2021 edition of Smart Money. In this issue, we’ll be focusing on retirement planning, the potential threats to your investments [...]

Smart Money July August 20212021-07-20T12:44:39+01:00

Smart Money March April 2021

2021-07-20T12:45:10+01:00

Reduce Your Inheritance Tax Bill 10 ways to protect your estate for your loved ones. Welcome to the March/April 2021 edition of Smart Money. At the time of publishing, Chancellor of the Exchequer Rishi Sunak had not delivered [...]

Smart Money March April 20212021-07-20T12:45:10+01:00
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