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.
From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.
IHT concerns continue to drive a good deal of our enquiries traffic and it’s also been great to see users getting proactive about professional, good value advice generally as summer gets under way.
Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.