Practical guides and articles to help with your wealth planning by life stage or current situation
Inter-family loans are increasingly common, but a recent legal case has highlighted the need for formal repayment agreements, explains Judith Fitton, Partner at law firm Mundays. Would you lend nearly £300,000 to help someone renovate their home? Would you bother to put the agreement in writing? What if that someone was your son, would that […]
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Rising divorce rates among the over-60s has put the issue of splitting pensions in the spotlight, explains Chris Longbottom, Head of Family Law at Shoosmiths’ Manchester office. On the back of well publicised increases of those over 60 seeking divorce – perhaps due to the stigma of divorce being less of an issue to a […]
Read ArticleAn 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 […]
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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 […]
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