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Category Archives: Wealth planning

Financial fitness


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[1]. A poll of more than 3,500 UK adults[2] found the most … Continue reading

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Bank of Mum and Dad


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[1].

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Family succession planning


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

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Looking ahead to your retirement years


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

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Assessing current and forecasted wealth


Making the most of your money to achieve your financial objectives To be in a position to navigate the financial aspects of your unique life’s journey you need to regularly track your progress towards key goals such as paying off … Continue reading

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Pension power


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

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