May 29th, 2020 / Insight posted in Articles

Money Matters: family life

Families are facing many unknowns as a result of the Coronavirus pandemic. Your personal circumstances may have changed rapidly and many are revisiting the plans that they have made for the future.

The right advice can turn this uncertain environment into a secure future for you and your family.

We are committed to supporting our clients through good and tough times. Our highly experienced people have the strategic insight, drive and dedication to deliver results, no matter the challenges you face.

Whether you are taking the time to reflect, revisit and consider planning, or are looking for new ways to survive financially that you would not have previously considered, we are here to guide you every step of the way.

Our specialist private client group are embedded in our tax, legal and financial planning teams. Together they partner with you, covering all aspects of your affairs with joined-up expert advice.

We have produced a short series of topical videos, looking at some of the decisions you may choose to make for your family in the coming weeks and months.

CLAIMING CHILD BENEFIT

Even if you don’t receive payments, claiming child benefit can have many advantages for you and your children. Our tax partner Lynne Rowland explains more.

INTERGENERATIONAL WEALTH TRANSFER

Planning from a family perspective rather than individual, ensures that your family are provided for in the long term. Financial planner and chartered wealth manager David Hume gives you an overview.

AMEND AND UPDATE YOUR WILL

As your circumstances change throughout life, it’s a good idea to keep your will up to date. Director and head of private client legal Mahendree Naidoo talks you through some details.