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5 top tips to prepare your children for their inheritance
Discover five top tips to prepare your children for their inheritance and make sure you and your loved ones get the most out of your wealth.
Equinox – spring 2021
This issue uncovers why your bank account should come with a warning, how to achieve high performance as well as delving into ‘horizon planning’, our brand-new method of financial planning to ensure you can live the life you want.
A quick guide to inheritance tax
A thorough inheritance tax plan can ensure your wealth goes to the people and causes you care about, so it’s important to plan as soon as possible. This guide provides a quick overview on the basics of inheritance tax and commonly asked questions.
Inheritance tax & intergenerational planning series
At our recent event, Chartered Financial Planner Ben Rogers explained how to make sure the wealth you have earned goes to the people and causes you care about at the right time. Access the full recording of the presentation below.
With interest rates heading lower than we ever thought possible, how can families work together to make the most of their wealth?