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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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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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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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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