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.
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.
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.
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.