Practical guides and articles to help with your wealth planning by life stage or current situation
As the end of the tax year approaches, time is running out for higher-earners to maximise generous pension reliefs. But there are many other ramifications of the pensions revolution the affluent cannot ignore. We already know that April will see some significant changes to pensions rules that will affect many higher-earners. Speculation is mounting that […]
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Appreciating the finer points of pension planning is essential to avoid pitfalls as well as garner rewards, warns Simon Bashorun of Investec Wealth and Investment. The pension freedoms recently introduced may be very welcome reforms, yet there is a danger that those going it alone with their planning are not taking enough time to examine […]
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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 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 […]
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Paul Killik, Senior Partner and founder of Killik & Co, explains his firm’s approach to helping affluent investors and their families achieve their financial goals – with intergenerational wealth management a key focus. How would you describe Killik’s wealth management offering? Which services are the main focus? Relationships have always been at the core of […]
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