What HNWIs need to know about final salary transfers…
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.
Elder care and wealth management
Care home fees can amount to thousands of pounds a week, creating serious concerns for families that wealth managers are addressing with clever investment strategies.
Great expectations: is your family heading for an inheritance fall?
Wealth planning and inheritance are fraught with complexity, and there is great need for families to air issues around amounts, timings and tax as early as possible to ensure the wellbeing of all their members.
The money complexities facing modern families
Same-sex partnerships, adoption and surrogacy create many wealth management complexities, particularly around tax, inheritance and domicile, that all HNWIs should be aware of.
Which Are the Best-Paying Degree Courses?
Students – and parents – want to maximise the return on their investment when it comes to higher education, making knowing the best-paid degrees a wise move.
Think Carefully Before Becoming the “Bank of Mum and Dad”
Helping family onto the property ladder is now the norm, but it is essential to understand the implications of all your options.
Why you could benefit from a family investment company
Why Family Investment Companies are an increasingly common wealth structuring tool, which have protection built in.
Planning and investing
for private school fees
One of fifteen children now attend private school and ever-rising costs mean even quite affluent families face some very challening numbers – even before university […]
Why savvy families get wealth preservation advice
According to the old adage, no matter what level of wealth a family has managed to build up, there is still a tendency for them […]
