Practical guides and articles to help with your wealth planning by life stage or current situation
The younger generations have serious debt problems, which may make the older, better-off ones feel obliged to help. But any debt rescue must be weighed up carefully for the risk of derailing your own financial plans.
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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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Taking on the right amount of investment risk is key to achieving your financial goals, but balancing desire and need can be tricky and call for complex calculations – particularly with retirement saving.
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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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