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Estate Planning Wealth Preservation
April 2021
Protecting your assets for the next generation
Estate Planning Wealth Preservation
April 2021
Six tips for wealth preservation and transfer planning Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. Read full article
Estate Planning
February 2021
Is the future of your loved ones in good hands?
Estate Planning
February 2021
Coronavirus spurs one in six to take action on their Will. Have you decided what will happen to your property and belongings after your death? It is never too early to be thinking of making a Will and to ensure that your assets and estate go to the people you want them to. If you don’t, that may not happen. Read full article
Financial Planning
February 2021
Taking Control of Money Matters
Financial Planning
February 2021
Navigating the complex choices planning for the future brings. When we talk about financial wellbeing, we refer to how you feel about the control you have over your financial future – and your relationship with money.  This includes your ability to respond to financial unpredictability and unexpected expenses. Read full article
Lasting Power of Attorney
December 2020
Lasting Power of Attorney
Lasting Power of Attorney
December 2020
Taking control of decisions even in the event you can’t make them yourself A Lasting Power of Attorney (LPA) enables individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for themselves. Without them, loved ones could be forced to endure a costly and lengthy process to obtain authority to act for an individual who has lost mental capacity. Read full article
Estate Planning
November 2020
Passage of wealth
Estate Planning
November 2020
How to secure your family’s financial future? We spend a lifetime generating wealth and assets but not many of us ensure that it will be passed to the next generation – our children, grandchildren, nieces, nephews, and so on. Intergenerational wealth transfer is the passage of wealth from one family generation to the next. Read full article
Financial Planning
September 2020
Supporting younger generations
Financial Planning
September 2020
Giving grandchildren financial security is an important goal for many If you are a grandparent, it’s natural to want to help out the family. And if you’re able to give a financial boost – whether it’s a loan or a gift – to the younger generation, it can be enormously rewarding for you too. Read full article
Estate Planning
August 2020
Preserving your wealth
Estate Planning
August 2020
Developing a clear plan for your wealth and property Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the taxman and that it can be enjoyed by you, your family and your intended beneficiaries. Read full article
Estate Planning
January 2020
Estate protection
Estate Planning
January 2020
  Preserving your wealth and transferring it effectively Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation. Read full article
Inheritance Tax
November 2019
Inheritance Tax
Inheritance Tax
November 2019
  Passing assets efficiently to the next generation No one wants to think about their hard-earned wealth going to waste after they die. It’s up to you to decide who gets what. The people who could benefit from your estate include your partner or spouse, children and other family members, friends, and charities. Family dynamics are complex, but they tend to be the main beneficiaries. Read full article
Insurance
October 2019
Life insurance options
Insurance
October 2019
  When it comes to your life insurance, you’ve got options If you want to continue to make sure your family are looked in the event of your premature death, then you should consider your life insurance options. Life is complicated and can be unpredictable, so it’s important that you assess which different types of life insurance match your requirements. Read full article

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