Financially squeezed between elderly parents and children
Faced with the task of caring for elderly parents alongside your children, being in the Sandwich Generation can be a testing time. [Read more…] about Sandwich Generation
Wealth Management
Wealth Navigator
Planning the BEST route for the next generation
You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. [Read more…] about Wealth Navigator
ISA rules and Inheritance Tax
Families set to pay millions in unnecessary tax
There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. Given that some people have been able to amass over a million pounds in their ISAs, it’s an area where lack of knowledge could prove costly. [Read more…] about ISA rules and Inheritance Tax