Intergenerational Planning: What is it and how can it be used?
Want to make sure your money benefits your family? You'll need an intergenerational plan to ensure your money goes to those you intend.
Preparing for the Great Wealth Transfer
We take a look at intergenerational wealth planning, what it involves, and how you can help preserve the wealth within your family
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.
Financial planning in your 50s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
Are your children ready to take on your inheritance?
If you plan to leave a significant inheritance to your children, make sure they have the know-how to manage it sensibly?