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 [...]
Everybody wants to give their children the best start in life – and for many families, that involves paying for the best education available. But without the necessary planning, school fees can be a big drain on your [...]
Forward-planning to protect your inheritance Over the last few weeks, at Grosvenor Wealth Management, we have been running a series of webinars in partnership with Sherrards Solicitors to offer insights into the plans you need to make to [...]
Planning ahead - protecting your assets if you cannot manage them Losing your mental capacity and not being able to manage your affairs is a situation many of us avoid thinking about. However, if you want to ensure [...]
Preparing for the expected - Inheritance Tax Planning If you want your loved ones to benefit from your assets in the most tax-efficient way after you die, it is important to plan ahead. Inheritance Tax planning can be [...]
Writing a Will – How to protect your family and your financial assets Nobody wants to think about dying. However, most people want their loved ones to benefit from their assets after they die. The best way to [...]
Maximising Your Retirement Funds How to make the most of the various pension allowances? Welcome to the September/October issue of Smart Money. As the world continues to work out how to live with the coronavirus pandemic, many will [...]
