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 [...]
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 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 [...]
For most people, contributions to their pension will form a large portion of their life savings. As such, pensions need to be considered very carefully when estate planning. If you are in the fortunate position of having more [...]
Fed up with your nine-to-five? Sixty the most popular age to retire early Welcome to the May/June 2022 edition of Smart Money. In this edition, we look at what age many people are entering early retirement and the [...]
What is intergenerational wealth management? Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes. Increasing life expectancy and major social change mean many families need to reconsider how their [...]
