Find a Wealth Manager

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 and Research at findaWEALTHMANAGER.com. Having a second property in sunnier climes is a sign of arrival for many affluent individuals, with holiday home ownership often serving as a precursor to […]

Read Article
Risk, diversification, Investment Risk

Footballers’ wealth: Grass-roots financial planning

There are shocking levels of bankruptcy among ex-professional footballers. Here, senior executives at Smith & Williamson, the accountancy and investment management group, explain why they have been working to tackle the issue at grass-roots level. With the media hype over their stellar salaries, not to mention lucrative sponsorship deals, it would be easy to place […]

Read Article
Wealth Management

Financial planning tips when gifting assets to children

Giving children a helping hand financially is laudable, but needs to be approached sensibly, explains Alastair Barbour, partner in investment management at Smith & Williamson. Rising house prices have exacerbated two problems for many British families: the possibility that the older generation’s assets will exceed the inheritance tax allowance, as well as real difficulties facing […]

Read Article
Expert Opinion, Investments

Getting children onto
the property ladder

It is notoriously hard for the younger generations to get onto the property ladder today, but there are a number of ways parents can lend a helping hand – and possibly achieve significant tax-efficiencies too.

Read Article