Legacy Planner – Securing your legacy
Take some time to plan for what happens after you pass away – we have a created the Legacy Planner, an easy to complete document which serves as your comprehensive financial and estate inventory.
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The Spring Budget – what does it mean for you?
The Spring Budget did feature a ‘rabbit out of the hat moment’ on the pension lifetime allowance (LTA), but there are lots of other implications for High Net Worth Individuals to pay attention to as well.
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Client trends: May 2023
Pension tricks and traps are high on the agenda due to a soon to expire NI top-up extension, as are business succession and investing in Knowledge-Intensive Companies.
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Client trends: April 2023
Banking sector tribulations have got people thinking seriously about deposit safety again; a desire to grapple with wills and estate planning is markedly on the rise among our users too.
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