Legacy Planner – Securing your legacy
Take some time to plan for what happens after you pass away – we have a created the Legacy Planner, an easy to complete document which serves as your comprehensive financial and estate inventory.
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UK Wealth Management for Business Owners: Succession & Exit Planning
Succession and exit planning are vital aspects of wealth management for business owners in the UK, helping ensure a smooth transition, maintain business continuity, and protect accumulated wealth.
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The UK’s Generational Wealth Transfer 2025: Boomers Passing Trillions to Millennials and Gen Z
Over the next two decades, an estimated £5.5 trillion is set to pass from Baby Boomers to Millennials and Gen Z – who are increasingly seeking financial advice to navigate the complexities of inheritance tax and estate planning to effectively preserve this wealth.
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What divorce might mean for your wealth
Divorce is never pleasant, but it needn’t be ruinous to your financial wellbeing if you are pragmatic and proactive about getting professional advice. Read on for key factors to bear in mind.
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