Tax traps all families should look to avoid

Tax traps all families should look to avoid

Wills, estate planning and inheritance tax may inspire less enthusiasm than other aspects of wealth management, but their importance to your family’s long-term financial health means they cannot be neglected. Here are some key errors to avoid.

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#WealthGoals: Coaching the kids for inheritance

#WealthGoals: Coaching the kids for inheritance

This wealth management case study highlights how one couple was able to balance the financial needs of the whole family and minimise Inheritance Tax too.

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#WealthGoals: A move to the country

#WealthGoals: A move to the country

Many HNW individuals have been radically revising their life plans during lockdown and the proactive have already started reaping the benefits of taking professional advice.

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Personal finance panic? <br />Get a professional in your corner

Personal finance panic?
Get a professional in your corner

Safeguarding our physical health is naturally top priority, but once all possible steps have been taken here, it might be time to redirect attention to your financial health and turn any additional time to good account.

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To structure, or not to structure? <br />At least ask the question

To structure, or not to structure?
At least ask the question

Wealth structuring is certainly not the preserve of the ultra-wealthy, and there are a number of strategies families should consider to ensure that their wealth has maximum benefit for generations to come.

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Why wealth managers are vital to family business owners

Why wealth managers are vital to family business owners

Owners of family businesses are often very much in need of holistic wealth management advice, to ensure that their wealth works as hard as it can throughout their entrepreneurial journey.

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Five pillars of good financial planning

Five pillars of good financial planning

People tend to focus on the investments side of the wealth management equation, but a sound financial plan should really be your starting point. Everything follows from knowing what you are investing for, when you need results and what it will take to achieve your goals.

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Why advice on inheriting property is vital

Why advice on inheriting property is vital

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 […]

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What you need to know now to reduce your income tax bill

What you need to know now to reduce your income tax bill

New figures have highlighted how much heavier the burden is for affluent individuals, but there are many ways to legitimately reduce your income tax bill, […]

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