The importance of trusts for your wealth

Join us on Thursday 20 August at 6pm

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’ll demystify trusts and how they can protect your assets for loved ones and reveal why trusts allow wealth to be passed on more quickly. We’ll also explain why they can reduce your assets exposure to Inheritance Tax over the long-term.

We’d be delighted if you could join us for this online event, which could benefit you and those closest to you.

Blogs

Can't wait for the next webinar? Read more in our useful blogs to help you get started.

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.
Why pension consolidation could boost your lifestyle in retirement

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
Powerful ways to help protect your pension from scammers

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.
What the rising pension ages mean for your retirement plans

Retirement is changing with both the state pension and minimum pension age increasing – we have a look at the top things to consider.