Practical guides and articles to help with your wealth planning by life stage or current situation
A story of how of an entrepreneur who made a fortune and then lost it all. What can you learn so that this doesn’t happen to you? Everyone loves a happy ending Skim through a newspaper or browse online – you are bound to come across at least one feel good story about an outlandishly […]
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Inheritance is nothing to bank on, but the reality is that every year in the UK well over £10 billion is passed down to the next generation. If you are reading this and you are in the 35 to 60 age range, then there is a strong likelihood that you are going to inherit wealth […]
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Losing a partner often plunges the surviving spouse into financial disarray, but a simple financial plan can head off further strain at an already difficult time, explains Simon Reynolds, Director, Wealth Planning at Arbuthnot Latham & Co., Limited. The sad truth is that most of us will lose a partner and statistically it will be […]
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As the end of the tax year approaches, time is running out for higher-earners to maximise generous pension reliefs. But there are many other ramifications of the pensions revolution the affluent cannot ignore. We already know that April will see some significant changes to pensions rules that will affect many higher-earners. Speculation is mounting that […]
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