Practical guides and articles to help with your wealth planning by life stage or current situation
According to the old adage, no matter what level of wealth a family has managed to build up, there is still a tendency for them to go “From shirtsleeves to shirtsleeves in three generations. In a highly uncertain world, transferring wealth across the generations efficiently is more of a concern for families now than ever. […]
Read Article
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 […]
Read Article
Although not all the institutions on the findaWEALTHMANAGER.com panel offer financial planning (around 40% prefer to focus purely on investment management) these services are vitally important to many clients. Indeed, many of our users mention wanting a “one-stop-shop” for all their financial affairs. Here, we offer key information and client insights on a selection of […]
Read Article
Many individual’s main asset is their home, but what you may not know is that it’s relatively simple to make your property wealth work harder for retirement planning purposes, explains Andrea Rozario, Chief Corporate Officer at Bower Private Clients. Planning for retirement has been transformed with new pension freedoms sweeping away all the old certainties […]
Read Article