Wealth sharing between generations

Date Added:  17-01-2019  File Type: .pdf  Filesize: 551KB

Millennials are set to redefine how wealth is shared between generations, according to new research[1]. Contrary to expectation, it is not millennials (aged 18–34) who appear to be under the greatest financial strain, with 44% saying they are ‘comfortable’ financially. In fact, the research shows they are trying to do the right thing.

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Different life events

Date Added:  17-01-2019  File Type: .pdf  Filesize: 237KB

The future may seem far away, but you need to start planning early. Regardless of your goals, there are things you can do to increase your chances of success! We look objectively at your plans to provide solutions that work as your priorities change over the years and you go through different life events.

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Estate planning

Date Added:  11-12-2018  File Type: .pdf  Filesize: 275KB

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of discussing inheritance uncomfortable and subsequently put off estate planning until, in some instances, it may be too late to make a difference.

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Self-employed finances

Date Added:  15-11-2018  File Type: .pdf  Filesize: 93.5KB

The number of people running their own businesses has soared since the financial crisis, with a significant number being set up by someone aged over 50. But an unhealthy number of self-employed workers in the UK do not currently save into a pension.

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Relationships breakdowns

Date Added:  16-10-2018  File Type: .pdf  Filesize: 81KB

What is likely to be a divorcing couple’s most valuable asset? The family home will spring to most people’s minds first. But the value of a pension could well be the biggest single asset in the relationship.

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Inheritance Tax concerns?

Date Added:  16-10-2018  File Type: .pdf  Filesize: 613KB

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. Seeking early professional financial advice and guidance about the options to mitigate your liability is a sensible move.

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Pretirement

Date Added:  18-09-2018  File Type: .PDF  Filesize: 97.1KB

The onwards march of ‘pretirement’ – where people scale back on work or slow their retirement plans down rather than giving up entirely – is continuing, with half (50%) of those retiring this year considering working past State Pension age.

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