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Guide: Intergenerational wealth planning
Resources

Guide: Intergenerational wealth planning

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. Intergenerational planning can be complex. [..]


3 surprising financial risks that every unmarried couple needs to know about
Blog

3 surprising financial risks that every unmarried couple needs to know about

If you live with your partner but aren’t married to them, you’re one of a growing number of cohabiting couples in the UK. Cohabiting is the fastest growing type of family unit, but despite this, there are still a number of misconceptions about your legal rights [..]


Leaving an inheritance vs gifting during your lifetime
Resources

Leaving an inheritance vs gifting during your lifetime

Thinking about passing on your wealth can be difficult. However, it’s important to consider how you will pass on money and other assets to those who are important to you. Traditionally, people have left their loved ones an inheritance. Yet, for a variety of [..]


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