Five reasons to share your financial adviser with the one you love
Research suggests that many couples don’t work together when it comes to financial planning. Discover why working with a financial adviser as a couple could be a good strategy.
Broadcast on Thursday 20 August
While trusts are often seen as the reserve of the rich, they are key in preserving wealth for future generations no matter how wealthy you are. We demystified trusts and how they can protect your assets for loved ones and revealed why trusts allow wealth to be passed on more quickly. We also explained why they can reduce your assets exposure to Inheritance Tax over the long-term.
If you know a family member, friend or colleague who would benefit from our next webinar, we'd invite you to share it with them. If they go on to have a meeting with one of our advisers, you'll both receive a £100 John Lewis voucher.
Can't wait for the next webinar? Read more in our useful blogs to help you get started.
Research suggests that many couples don’t work together when it comes to financial planning. Discover why working with a financial adviser as a couple could be a good strategy.
If you have several pensions, combining them could reduce the fees you pay and expose your money to greater growth potential. Furthermore, it could make your retirement fund more manageable and ensure your money is exposed to the right levels of risk. Read on to discover more
According to statistics, £48,000 was lost to pension scams every day in 2024. As criminals become increasingly difficult to spot, we look at ways you could identify and deal with scammers if they make contact with you.
Retirement is changing with both the state pension and minimum pension age increasing – we have a look at the top things to consider.
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