Gifting to the next generation

Gifting to the next generation

Sam Cowan, Chartered Financial Planner at Charles Stanley, takes a look at some of the most popular ways many parents and grandparents use to make financial gifts and the factors that should be considered to optimise results.

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What comes first, <br />the pension or the plan?

What comes first,
the pension or the plan?

Pension dilemmas often bring clients through wealth managers’ doors, but these invariably uncover other areas in need of investments and financial planning.

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Why do wealth managers step in where high street banks fear to tread?

Why do wealth managers step in where high street banks fear to tread?

Increasingly automated decision-making is shutting many High Net Worth Individuals out of traditional borrowing routes, and opening the way for wealth managers to step into the breach with their very much more personal approach.

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The four key stages of planning a successful business exit

The four key stages of planning a successful business exit

Entrepreneurs’ wealth creation stories are never as simple as they appear, and there is more to a successful exit than meets the eye. Read on to learn the key stages to plan for.

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Supercharged saving and investing for children in six steps

Supercharged saving and investing for children in six steps

How to save and invest effectively for the next generation often comes up in our users’ top concerns. There are a number of strategies to pursue, many of which – like child pensions – you may not have considered.

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Why a midlife MOT could be just what your finances need

Why a midlife MOT could be just what your finances need

A mid-life financial MOT allows those in their 40s and 50s to spot issues in their wealth planning in good enough time to have a significant positive effect on your income and lifestyle in future decades.

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Top Ten Financial Planning Tips for HNWIs

Top Ten Financial Planning Tips for HNWIs

The majority of our users are seeking some kind of financial planning advice. Here are ten top tips to help ensure you aren’t neglecting an important area of your financial plan.

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Client trends July 2019: Wealth worries worsen as summer heats up

Client trends July 2019: Wealth worries worsen as summer heats up

From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.

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Giving to grandchildren through a bare trust

Giving to grandchildren through a bare trust

Many people wish to give substantial amounts to grandchildren and a bare trust might provide the perfect solution to many of the tax, control and protection issues holding them back.

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