Top Ten Financial Planning Tips for HNWIs
The majority of our users are seeking some kind of financial planning advice. Here are ten top tips to help ensure you aren’t neglecting an important area of your financial plan.
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Bringing Together the Best of British and Swiss Investment Management
Bordier UK was born as Berry Asset Management back in 1981, before eventually becoming part of Switzerland’s Bordier Group. Here, its Executive Chairman explains the firm’s ethos and approach.
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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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Why you can’t let money be the last taboo
A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.
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