Financial planning in your 60s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
Planning ahead for your later life care
We're all living longer and costly later-life care for many is becoming a reality. It's vital to start planning early to help cover the costs
Gifting in your lifetime to reduce inheritance tax
As well as being there to see your family's enjoyment, gifting is also a great way to reduce the value of your estate for Inheritance Tax
What happens to my pension when I die?
There are several different types of pension, each one with varying rules that apply depending on whether you die before or after your retire
9 ways to reduce the inheritance tax bill for your family
There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help you eliminate it completely.
Setting up trusts and gifting in your lifetime
Make sure more of your wealth is on passed to your loved ones; setting up trusts and gifting can help reduce any inheritance tax due
5 steps to prepare financially before your death
No one wants to think about their death, but preparing financially could spare your loved ones unnecessary distress and financial expense
Why everyone should set up a Power of Attorney
As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is setting up a Power of Attorney
The four key stages of financial business planning
Kerry McCaughan looks at four critical stages of family financial business planning: protection, profit, succession and inheritance
How to stop family disputes over an inheritance
Family disputes over money and inheritance are on the rise, with more people in England and Wales turning to the courts to contest a will than ever before