#WealthGoals: Protecting loved ones and defending your post-death legacy

#WealthGoals: Protecting loved ones and defending your post-death legacy

Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.

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The caring society – are we financially prepared for getting old gracefully?

The caring society – are we financially prepared for getting old gracefully?

Long-term care may well be the reality for a partner, parent, elderly relative or – indeed – yourself, making intelligent wealth planning one of the wisest moves you can make.

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The four key stages of planning a successful business exit

The four key stages of planning a successful business exit

Entrepreneurs’ wealth creation stories are never as simple as they appear, and there is more to a successful exit than meets the eye. Read on to learn the key stages to plan for.

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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 June 2019: Investors get proactive about IHT and value for money

Client trends June 2019: Investors get proactive about IHT and value for money

IHT concerns continue to drive a good deal of our enquiries traffic and it’s also been great to see users getting proactive about professional, good value advice generally as summer gets under way.

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