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4 key questions to ask your aging parents about their wealth

Britons are notoriously reticent when it comes to talking about finances, even with family. Yet you really should try to put any qualms aside and tackle “the money conversation” with your aging parents – lest serious consequences ensue.Many...

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Why advice on inheriting property is vital

House prices have been rocketing, particularly in property hot-spots like London and the Southeast. The property boom means that more and more people are inheriting a family home worth several hundreds of thousands of pounds at around the...

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Top 5 must-do’s before
you inherit wealth

Inheritance is nothing to bank on, but the reality is that every year in the UK well over £10 billion is passed down to the next generation.If you are reading this and you are in the 35 to 60 age range, then there is a strong likelihood...

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How to do financial planning before and after the death of a spouse

Losing a partner often plunges the surviving spouse into financial disarray, but a simple financial plan can head off further strain at an already difficult time, explains Simon Reynolds, Director, Wealth Planning at Arbuthnot Latham &...

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5 tips from 5 wealth managers on inheriting the family home

Here, wealth management and financial planning experts from the findaWEALTHMANAGER.com panel explain key considerations as those inheriting the family home decide their next steps.The property boom means that more and more people are inheriting...

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Could your will be overturned by the courts?

The implications of a recent court ruling might warrant revisiting the details of your will to ensure your wishes will be upheld, explains Rebecca B Wardle, private wealth associate at law firm Trowers & Hamlins.The case of Ilott v Mitson...

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Essential reading for
for holiday home owners

An incoming piece of EU succession legislation is something no owner of a holiday home can afford to ignore, explains Wendy Spires, Director of Content and Research at findaWEALTHMANAGER.com.Having a second property in sunnier climes is a...

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Life insurance and transferring wealth intelligently

Three strikes and you’re out…Money begets money; wealth begets wealth – at least for those ultra-high net worth individuals who themselves created the wealth.Once they depart us however, and shake that mortal coil, the bet is off.Without...

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Understanding how to use trusts

A guide to understand how to use trusts in your wealth planning.Trusts are a time-honoured method of holding and protecting assets and are thought to date all the way back to the Roman times. Trusts can be...