Client trends July 2019: Wealth worries worsen as summer heats up
From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.
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Practical guides and articles to help with your wealth planning by life stage or current situation
Giving to grandchildren through a bare trust
Many people wish to give substantial amounts to grandchildren and a bare trust might provide the perfect solution to many of the tax, control and protection issues holding them back.
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Client trends June 2019: Investors get proactive about IHT and value for money
IHT concerns continue to drive a good deal of our enquiries traffic and it’s also been great to see users getting proactive about professional, good value advice generally as summer gets under way.
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Pensions: Bad news as well as good
A well-funded pension pot doesn’t necessarily mean a well-run one, and it is vital that savers take proactive action to ensure their investments deliver the retirement they deserve.
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