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.

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

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.

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.

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.

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.

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.

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

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.