Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. There’s more than one way to pass on wealth to your family. Each option has advantages and drawbacks that […]
The government has set out a new Fraud Strategy in a bid to stem the rise in the amount lost to scams. Among the measures it will implement is a ban on cold-calls related to financial products. While it could help protect you, you must remain vigilant too. According to government figures, fraud is now […]
Trusts can be an incredibly useful way to pass on wealth and preserve assets. Yet, there’s a common myth that they’re only valuable for very wealthy families. Read on to discover why a trust may make sense for you. A trust is a legal arrangement that you could use to pass on assets. The trust […]
Inheritance Tax (IHT) is often controversial – you may have heard of it referred to as “the most hated tax in Britain”. Yet, despite the coverage it receives, it’s often misunderstood. Common myths about IHT could mean you’re needlessly worrying about a potential bill or failing to take steps that could allow you to pass […]
There have been rumours for years that the government could scrap the State Pension. As the cost of maintaining the State Pension soars, more people think they’ll need to create a retirement income without any support from the government. The National Insurance Act in 1946 introduced a contributory State Pension for all. Yet, almost eight […]
Spending too much money in retirement is a common fear. Yet, some retirees struggle with the opposite challenge – they spend too little. Read on to find out why and what you can do if you’re too frugal in retirement. Underspending once you give up work may be more common than you think. It’s easy […]
If you want to learn more about our services or arrange an initial meeting, we’d love to hear from you. Fill in the below form and we’ll be in touch.
Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.
