Your end-of-tax-year tick list

Your end-of-tax-year tick list

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.

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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 you can’t let money be the last taboo

Why you can’t let money be the last taboo

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.

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Client trends March 2019:<br /> Thoughts turn to ISAs and <br/>tax-efficient investing

Client trends March 2019:
Thoughts turn to ISAs and
tax-efficient investing

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.

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5 signs you need a wealth manager

5 signs you need a wealth manager

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 […]

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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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Top 5 must-do’s before <br>you inherit wealth

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 […]

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5 tips from 5 wealth managers on inheriting the family home

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 […]

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How the property boom<br> affects your IHT planning

How the property boom
affects your IHT planning

Rocketing house prices mean that Inheritance Tax thresholds are being breached by ever more people, making robust plans to minimise IHT a growing priority even at quite modest wealth levels.

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