Owners of family businesses are often very much in need of holistic wealth management advice, to ensure that their wealth works as hard as it can throughout their entrepreneurial journey.
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Sam Cowan, Chartered Financial Planner at Charles Stanley, takes a look at some of the most popular ways many parents and grandparents use to make financial gifts and the factors that should be considered to optimise results.
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How to save and invest effectively for the next generation often comes up in our users’ top concerns. There are a number of strategies to pursue, many of which – like child pensions – you may not have considered.
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Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.
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