#WealthGoals: Protecting loved ones and defending your post-death legacy

#WealthGoals: Protecting loved ones and defending your post-death legacy

Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.

Read More

To structure, or not to structure? <br />At least ask the question

To structure, or not to structure?
At least ask the question

Wealth structuring is certainly not the preserve of the ultra-wealthy, and there are a number of strategies families should consider to ensure that their wealth has maximum benefit for generations to come.

Read More

Don’t let a debt rescue <br/>derail your financial plans

Don’t let a debt rescue
derail your financial plans

The younger generations have serious debt problems, which may make the older, better-off ones feel obliged to help. But any debt rescue must be weighed up carefully for the risk of derailing your own financial plans.

Read More

Why wealth managers are vital to family business owners

Why wealth managers are vital to family business owners

Owners of family businesses are often very much in need of holistic wealth management advice, to ensure that their wealth works as hard as it can throughout their entrepreneurial journey.

Read More

Gifting to the next generation

Gifting to the next generation

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.

Read More

Supercharged saving and investing for children in six steps

Supercharged saving and investing for children in six steps

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.

Read More

What HNWIs need to know about final salary transfers…

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.

Read More

Elder care and wealth management

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.

Read More

Great expectations: is your family heading for an inheritance fall?

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.

Read More