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.
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
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
Trust fund baby… the pros and cons of setting up a trust for your kids
While a trust fund baby often suggests someone with a privileged background living off their rich parents, setting up a trust for children is often a sensible way to ensure your wealth is handed down responsibly.