I’ve inherited a lump sum, what should I do with it?
Inheriting a lump sum can feel quite overwhelming. While we can’t tell you how to spend it, we can suggest a few options worth considering
Financial planning for new parents: Don’t forget about your future too
When you have a baby it’s important to think about your needs as well as your child's – especially when it comes to planning your future
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.
Financial planning in your 40s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
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
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