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Family

Future wealth

The average British child is worth just under £5,000 by the time they reach school. When we talk about the Bank of Mum and Dad, we are effectively talking about handing money over to your children. There are many reasons why your descendants might look to you for financial support, and many routes you could take in funding them, if…
Jen Paice
May 26, 2022
Family

Passing on wealth to the next generation

30 million parents want to leave wealth in their Will Research has highlighted how millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one. Failing to plan write a Will or complete estate planning could potentially lead to a significant Inheritance Tax…
Jen Paice
May 17, 2022
Family

Millions of midlifers are propping up their families

Impact on work, wealth and wellbeing putting further pressure on age group The financial decisions made by individuals as they reach retirement could have significant consequences on their finances and standards of living. Midlifers (people aged 40 to 60) are facing a challenging backdrop, with rising inflation and increasing energy bills putting further pressure on an age group that is…
Jen Paice
May 12, 2022
Estate & TaxFamily

Extending the scope of the trust register

Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even…
Jen Paice
April 11, 2022
FamilySavings & Investments

Creating Wealth for Children

Investing isn’t just a luxury reserved for adults. Saving for a child today is a wonderful gift for their future. Whether you want to help them buy their first car, contribute to their first home or even set them up for a comfortable retirement, there is little more fulfilling than providing financial security for your children or grandchildren.   It’s…
bart
August 16, 2021
Family

How to Future-proof Your Finances as a Parent

A momentous event that can change every aspect of your financial stability. The coronavirus (COVID-19) pandemic has had a shattering effect on the country. Future-proofing your finances can help you feel more secure about what lies ahead – whether that’s preparing for big life milestones, such as starting a family, or navigating difficult periods, such as unemployment or poor health.…
bart
August 9, 2021
Budgeting & Financial habitsFamily

COVID-19 Fallout

24% of the UK population feel financially worse off than before the pandemic. During the past year and a half we’ve experienced a stock market collapse, soaring unemployment, millions deferring their mortgage payments – and paradoxically, a booming housing market, plus bulging savings accounts.   Analysis by the Bank of England has identified 28% of households have seen incomes fall…
bart
July 19, 2021
Family

Succession Planning

Preparing yourself, your family and your business for the future The operational demands of running a family business or other closely held enterprise can be all-consuming, but it’s vital that business leaders take the time needed to assess their organisation’s business succession planning. After pouring years of your life into building a profitable business, it’s natural that you’ll want to…
Jen Paice
June 22, 2021
Family

Grandparents, Grandchildren And Money

Sharing your wealth during your lifetime can make a big difference With all of us leading longer lives, you might be considering how you can help your family when it matters most. Sharing your wealth during your lifetime can make a big difference and bring you a lot of joy, particularly when helping younger generations who are dealing with rising…
Jen Paice
June 7, 2021
Family

Funding Your Child’s Future Lifestyle!

Early preparation in life is key to becoming financially independent As the coronavirus (COVID-19) pandemic continues into a second year, we’re learning more and more about its financial impact. While many individuals and families are struggling up and down the country, there is a particular strain placed on the parents of adult children. A recent survey showed that 50% of…
Jen Paice
May 31, 2021

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