Placing assets into a Trust
Ensuring your legacy is managed according to your wishes long into the future Trusts are a powerful tool for estate planning, providing flexibility and control over asset distribution. Properly structured, …
Ensuring your legacy is managed according to your wishes long into the future Trusts are a powerful tool for estate planning, providing flexibility and control over asset distribution. Properly structured, …
Ensuring a secure future for you and your loved ones Nobody wants to consider what would happen if they became too ill to support their family financially. Financial protection is …
How will you ensure more of your money will go towards your future? From using your annual exemption to saving in an Individual Savings Account (ISA), we look at ways …
Received an inheritance, windfall, or proceeds from a business or property sale? But what next? Receiving a lump sum of money, whether from an inheritance, windfall, or proceeds from a …
Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such as getting our finances in …
Urgent need for effective financial strategies and support systems to ensure a dignified and secure retirement According to a new study[1], around 21% of retirees say that, after paying off …
Protecting your legacy and boosting your children’s financial security Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are involved. Nevertheless, parents of adult …
Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, over 55s were asked how they find the overall retirement …
How much income will you need for a comfortable retirement? Almost a quarter (23%) of women in their 20s (aged 22-29 years) would be frustrated if they couldn’t retire by …
What payments can you expect to receive from the government later in life? In April 2024, the state pension rose by 8.5% to £11,502.40 a year for post-2016 retirees. However, according to …