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Trusts
September 2019
Trusts
Trusts
September 2019
  How to give away your wealth and keep some control Trusts are not a one-size-fits-all solution, but they are incredibly useful for protecting and giving you control over your assets. Appropriate trusts can be used for minimising or mitigating Inheritance Tax estate taxes, and they can offer other benefits as part of an integrated and coordinated approach to managing wealth. Read full article
Uncategorized
September 2019
Making a Will
Uncategorized
September 2019
  Secure more of your wealth for your loved ones If a person wants to be sure their wishes will be met after they die, then it’s important to have a Will. A Will is the only way to make sure savings and possessions forming an estate go to the people and causes that the person cares about. Unmarried partners, including same-sex couples who don’t have a registered civil partnership, have no right to inherit if there is no Will. Another of the main reasons for drawing up a Will is to mitigate a potential Inheritance Tax liability. Read full article
Retirement Planning
September 2019
Economically active
Retirement Planning
September 2019
  Why longevity also brings with it some unique financial challenges Statistics clearly show that Britons are living longer. While a long life can be a good thing, longevity also brings with it some unique financial challenges. Our ageing population is drastically altering the economic landscape of the UK, the latest figures from the Office for National Statistics (ONS) have indicated. Read full article
Pensions
September 2019
Pension scammers: spot the warning signs
Pensions
September 2019
  Don’t lose your life savings or be persuaded to invest in high-risk schemes Don’t let scammers enjoy your hard-earned pension proceeds. Anyone can be the victim of a pension scam, no matter how savvy they think they are. It’s important that everyone can spot the warning signs. Read full article
Investment
August 2019
Understanding investment risk
Investment
August 2019
  Informed decisions to improve your chances of achieving your financial goals If you want to plan for your financial future, it helps to understand risk. If you understand the risks associated with investing and you know how much risk you are comfortable taking, you can make informed decisions and improve your chances of achieving your goals. Read full article
Financial Planning
August 2019
Establish financial and lifestyle goals
Financial Planning
August 2019
  Gathering information and developing your strategy Evaluating your financial and lifestyle goals in greater depth is essential if you want to get a picture of your future responsibilities and aspirations. Read full article
Financial Planning
August 2019
Visualise your future
Financial Planning
August 2019
  Reaching a state of complete financial well-being Financial well-being ultimately comes from achieving financial security and independence. When you’ve reached a state of financial well-being, you’ve got to a point where you have a sufficient level of income for your lifestyle needs, enough capital to give you peace of mind, and the knowledge that whatever happens you, your family and business are fully protected. Read full article
Financial Planning
August 2019
Creating a total wealth solution
Financial Planning
August 2019
  Don’t forget, unwritten goals are just wishes If you do not know where you are going on your journey, how will you know when you arrive? This is very true about the importance of having financial goals. You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts. Goals should be clear, concise, detailed and written down. Unwritten goals are just wishes. Read full article
Financial Planning
August 2019
Plan for the life you want
Financial Planning
August 2019
  Asking questions that will shape your future No two people have identical financial circumstances, which is why it’s essential you have your own total wealth solution that meets your individual needs and goals. Planning for financial success can be complicated in today’s world. A broad knowledge of everything from complex retirement and investment products to risk management strategies and tax laws is required. Read full article
Investment
August 2019
Investing in Your future
Investment
August 2019
  How to build wealth that stands the test of time Long-term investments tend to be less risky in the end. By investing for the long term, you are committing to your investments, and history has shown that this strategy can pay off handsomely. Read full article