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 property boom means that more and more people are inheriting a family home worth several hundreds of thousands of pounds at around the time they are retiring and their children […]
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The implications of a recent court ruling might warrant revisiting the details of your will to ensure your wishes will be upheld, explains Rebecca B Wardle, private wealth associate at law firm Trowers & Hamlins. The case of Ilott v Mitson found its way to the doors of the Appeal Courts in late July following […]
Read ArticleAn incoming piece of EU succession legislation is something no owner of a holiday home can afford to ignore, explains Wendy Spires, Director of Content and Research at findaWEALTHMANAGER.com. Having a second property in sunnier climes is a sign of arrival for many affluent individuals, with holiday home ownership often serving as a precursor to […]
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Life insurance can be a very useful wealth transfer tool, providing several benefits around tax-efficiency and control – it need not be the preserve of only the ultra-wealthy.
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