Legacy Planner – Securing your legacy
Take some time to plan for what happens after you pass away – we have a created the Legacy Planner, an easy to complete document which serves as your comprehensive financial and estate inventory.
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Top 5 must-do’s before
you inherit wealth
Inheritance is nothing to bank on, but the reality is that every year in the UK well over £10 billion is passed down to the next generation. If you are reading this and you are in the 35 to 60 age range, then there is a strong likelihood that you are going to inherit wealth […]
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How to do financial planning before and after the death of a spouse
Losing a partner often plunges the surviving spouse into financial disarray, but a simple financial plan can head off further strain at an already difficult time, explains Simon Reynolds, Director, Wealth Planning at Arbuthnot Latham & Co., Limited. The sad truth is that most of us will lose a partner and statistically it will be […]
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