The Best Family Trust

The Best Family Trust

Jul 21, 2022 | Blog, Financial Planning

For those looking to protect their wealth and pass it down to the next generation, the best family trust to use might not even be a trust at all. Instead, there is something far simpler which doesn’t involve complex legal structures or high levels of taxation. Let me...

Bank of Nan and Grandad

Nov 9, 2017 | Blog, Financial Planning

You’ve probably heard of the bank of Mum and Dad but you may be less familiar with the bank of Nan and Grandad. According to Age Partnership over 55s now hold more wealth in their homes than the GDP of Italy. That’s £1.5 trillion! It’s not just property wealth either,...

5 ways of dealing with an inheritance

Sep 13, 2017 | Blog, Financial Planning

For some people, receiving an inheritance can be a daunting time as they have never had to think of ways of dealing with an inheritance before. It may be a large sum of money, bigger than anything they have had to manage before. As rapper the Notorious B.I.G. once...