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 […]
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 […]
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 […]
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.
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 […]
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.
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.