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30 May 2022
Passing on wealth to the next generation

Passing on wealth to the next generation

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, according to new research[1]. Failing to plan could potentially lead to a significant Inheritance Tax (commonly called IHT for short) bill being levied on a person’s estate…

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19 May 2022
Retirement nest egg

Retirement nest egg

The days of working for a single employer for your entire career and retiring with a comfortable pension are largely gone. The responsibility for accumulating a retirement nest egg now rests with individuals as opposed to their employers. Saving enough for retirement is challenging for many people, but an era of changing demographic trends, such…

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