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Inherit Wealth, Inheritance, Inheritance And Tax, Inheritance Help

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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Death, Financial Plan, Financial Planning, IHT, Inheritance Help, Inheritance Tax, Spouse, Tax Reduction, Wills

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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Death Tax, Drawdown, Expert Opinion, IHT, Intergenerational Wealth, Pension, Pension Planning, Tax, Trust

Putting HNW pension planning under the Microscope

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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Private client Lending, Property, Protecting Your Wealth, Wealth & Tax Planning, Wealth Planning

5 tips from 5 wealth managers on inheriting the family home

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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