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.
Britons are notoriously reticent when it comes to talking about finances, even with family. Yet you really should try to put any qualms aside and […]
Losing a partner often plunges the surviving spouse into financial disarray, but a simple financial plan can head off further strain at an already difficult […]
Here, wealth management and financial planning experts from the findaWEALTHMANAGER.com panel explain key considerations as those inheriting the family home decide their next steps. The […]
Life insurance can be a very useful wealth transfer tool, providing several benefits around tax-efficiency and control – it need not be the preserve of only the ultra-wealthy.