Practical guides and articles to help with your wealth planning by life stage or current situation
Recent news that private school fees have risen by 20% since 2010 may have panicked many parents, yet there are a whole range of strategies a wealth manager can deploy to make the costs more manageable. Here, advisers from a range of institutions represented by findaWEALTHMANAGER.com give their top tips for parents. A new study […]
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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 […]
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Pension planning can be a real balancing act and you need really stay on top of progress towards your saving goals. These calculators will help you know where you stand.
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Inter-family loans are increasingly common, but a recent legal case has highlighted the need for formal repayment agreements, explains Judith Fitton, Partner at law firm Mundays. Would you lend nearly £300,000 to help someone renovate their home? Would you bother to put the agreement in writing? What if that someone was your son, would that […]
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