Category Archives: Wealth planning
Time to track and celebrate your wealth goals? With the Christmas festivities now a distant memory, money matters are firmly on people’s minds this year according to recent research. A poll of more than 3,500 UK adults found the most … Continue reading
The UK’s most lenient lender? The Bank of Mum and Dad is potentially the UK’s most lenient lender, and its relaxed approach means it ends up writing off huge numbers of loans each year, according to new research.
Taking advice early and developing a personal financial plan is crucial to meeting long-term goals Succession planning may be one of the most challenging experiences facing any leader, especially an entrepreneurial business person who has built a family business from … Continue reading
Making sure you can sustain the level of income you need From stopping work altogether to a slow and gradual reduction of commitments – retirement means different things to different people. Making sure you can sustain the level of income … Continue reading
Take full advantage of tax relief – annual and lifetime limits Pensions are a highly tax-efficient form of saving and you should if possible take full advantage of funding your pension contributions to the maximum allowable. You receive tax relief … Continue reading