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Family Wealth, Wealth Planning

4 key questions to ask your aging parents about their wealth

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 tackle “the money conversation” with your aging parents – lest serious consequences ensue. Many people feel very awkward about discussing money matters, even with close family members like their parents, […]

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Inherit Wealth, Inheritance, Inheritance & Succession

Why advice on inheriting property is vital

House prices have been rocketing, particularly in property hot-spots like London and the Southeast. The property boom means that more and more people are inheriting a family home worth several hundreds of thousands of pounds at around the time they are retiring and their children are flying the nest. This is a situation that often […]

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Inherit Wealth, Inheritance, Inheritance And Tax, Inheritance Help

Top 5 must-do’s before
you inherit wealth

Inheritance is nothing to bank on, but the reality is that every year in the UK well over £10 billion is passed down to the next generation. If you are reading this and you are in the 35 to 60 age range, then there is a strong likelihood that you are going to inherit wealth […]

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Death, Financial Plan, Financial Planning, IHT, Inheritance Help, Inheritance Tax, Spouse, Tax Reduction, Wills

How to do financial planning before and after the death of a spouse

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 time, explains Simon Reynolds, Director, Wealth Planning at Arbuthnot Latham & Co., Limited. The sad truth is that most of us will lose a partner and statistically it will be […]

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