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.
The Great Wealth Transfer: using wills and trusts to protect your assets for your loved ones
Join us on Thursday 4 June at 6pm
Approximately £7 trillion is expected to be passed down to younger generations in the UK over the coming 30 years, in what is widely described as ‘The Great Wealth Transfer’.
To help you prepare for this, we’ll be explaining why creating a valid will is central to a good financial plan. We’ll also be exploring trusts, and why they can ensure your wealth is passed on to loved ones quickly and smoothly.
We’ll also look at how wills and trusts can:
ensure your assets go to the people you would want them to
provide you with greater control over how your assets are used
protect your wealth for future generations
help reduce your loved ones’ future exposure to Inheritance Tax.
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.
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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
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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.
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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.
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