5 tips from 5 wealth managers on inheriting the family home

5 tips from 5 wealth managers on inheriting the family home

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 […]

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Could your will be overturned by the courts?

Could your will be overturned by the courts?

The implications of a recent court ruling might warrant revisiting the details of your will to ensure your wishes will be upheld, explains Rebecca B […]

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Essential reading for
for holiday home owners

An incoming piece of EU succession legislation is something no owner of a holiday home can afford to ignore, explains Wendy Spires, Director of Content […]

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Life insurance and transferring wealth intelligently

Life insurance and transferring wealth intelligently

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.

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Understanding how to use trusts

Understanding how to use trusts

A guide to understand how to use trusts in your wealth planning. Trusts are a time-honoured method of holding and protecting assets and are thought […]

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Inheritance tax <br>planning at a glance

Inheritance tax
planning at a glance

Minimising Inheritance Tax is a hugely important part of keeping wealth within the family, but it is imperative that plans are put in place as early as possible.

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Understanding wealth planning

Understanding wealth planning

Wealth planning encompasses the disciplines of tax planning, retirement planning and estate planning, which together with a sound investment management plan can greatly increase the health of your wealth.

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