Financial planning guides

Spotlight on: Wealth Transfer

Organising wealth succession planning is rarely straightforward. Decisions made with the support of sound financial advice can help make a big difference to you and the lives of your heirs, by providing guidance, understanding and simplification.

Spotlight on: School Fees

With sound financial advice, foresight and planning, we can help you mitigate the rising cost of private education. In this report we review the options open to parents and grandparents looking to fund their children’s or grandchildren’s schooling.

Spotlight on: Inheritance Tax

No two families are the same and conversations around wealth transfer are often emotionally complex. Therefore a strong succession and Inheritance Tax plan is necessary to help navigate family dynamics and lay the foundations for generations to come.

Spotlight on: Retirement Planning

Not only are we all living longer, but many of us probably feel younger than we actually are, particularly if we believe reports that 60 is the new 50. What hasn’t changed too much is the journey our financial lives take. This guide looks at your options, decade by decade, from the age of 50.