Trusts aren’t just useful for very wealthy families. They may be a valuable way to pass on assets to your loved ones for a variety of reasons. Read five reasons why families make trusts part of their estate plan here.
A quarter of small businesses would close immediately if they lost a key person. Yet, appropriate protection is something many firms are overlooking. Find out how key person protection works and how it could add value here.
There are lots of myths about Inheritance Tax that could lead to your loved ones suffering a larger bill than you expect. Discover seven common misconceptions and what you need to consider to effectively pass on wealth here.
While investing could help grow your wealth, it does come with risks. Assessing how much risk is appropriate for you is crucial, so learn five important questions to help you create an accurate risk profile.
Persistent high inflation is continuing to affect economies and business outlook, which influenced investment markets throughout June. Find out what else may have affected your investments here.
Over the last year, inflation has been high and it could be eroding the value of your assets. Find out how it affects your long-term plans and the useful things you could do to “beat” inflation by downloading this guide.
It’s estimated that a third of families in the UK are blended, and it can make estate planning more complex. Discover some of the essential steps you should consider taking to create security for your loved ones.
The cost of living crisis is placing more pressure on charities, as demand for services rises while donations fall. If you want to support good causes, there are ways of doing so that could reduce your tax bill.