Enterprise series: how could later life care affect my plans for passing on wealth?

25.07.23

For some, planning for later life may seem a long way off. However, it is important to ensure that your interests in terms of both health and wealth are looked after, as well as your loved ones. Giving your assets away without the correct advice could potentially leave you falling foul of deprivation of capital…

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Webinar recording: Looking after your legacy

17.12.21

Our multi-disciplinary panel all agree that inheritance tax allowances aren’t likely to become more generous in coming years, so it’s wise to take advantage of the reliefs available to you now. They discussed the various ways that you can protect your wealth and ensure that your wishes are actioned in the event of your death.    Their…

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Webinar recording: The importance of financial planning in challenging times

16.07.20

The Coronavirus pandemic has impacted us all personally as individuals to varying extents. Whether you are retired, an employee or have your own business, the right advice can bring clarity to your situation and inform your approach going forward. In this webinar, David Hume, Steve Wood and Paul Beck from our chartered independent financial planning…

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