You have more control over the Inheritance Tax your family pays than you might think, but each option to mitigate the levy has to be carefully weighed in the balance.

Many landlords are now having second thoughts about relying on rental income and as this case study illustrates, there may well be better options for your wealth to explore.

Socially Responsible Investment doesn’t have to be an afterthought when your financial planner has suggested an investment portfolio is suitable for your current situation. Andy […]

Time is running out to complete ISA or pension contributions before the end of the tax year – and to benefit from other savings opportunities likely to cut in the next Budget.

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.

A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.

ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.

You don’t necessarily have to be “wealthy” to need a wealth manager explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. It’s of course to be expected that […]

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 […]