Pensions could be key to saving SMEs
As the dust begins to settle on the serious health problems that arrived on our door with the COVID-19 pandemic, attention is now turning towards the economic impact it has had on our country. Businesses are struggling to stay afloat while the economy slowly begins to reopen and forge a path out of this financial devastation.
Now is an opportune moment to give your finances a health check
02/07/2020 - The pandemic has created some financial planning challenges. Some people have faced an immediate and catastrophic reduction in income, while others have seen market volatility disrupt their long-term savings. Some may find themselves with spare cash as their household expenses have reduced. Whatever your situation, it is an opportune moment to give your finances a health check.
Retirement and life planning - ensure you enjoy retirement from day one
03/06/2020 - Retirement is a major life event and financial peace of mind is a vital component. It is difficult to enjoy your later years if you are worried about whether you will run out of money, or are unsure how much is enough. Those with a well-considered plan are in a better position to enjoy a fulfilled and happy retirement from day one.
How business owning families can adapt to manage a crisis
14/05/2020 - Generations Y (millennials) and Z are not just used to working with technology, it is truly embedded in their daily lives. Few of them would understand the notion of being online or offline, rather acknowledging rare moments when they are not attached to a connected device (e.g. scuba diving). How might these intrinsic skills be captured for the benefit of business owning families?
Can giving away assets during the crisis provide tax-saving opportunities?
31/03/2020 - There is no road map for private individuals to navigate the current crisis, which is proving to be an extremely testing time for everyone. However, there are some tax opportunities investors could consider to cushion the blow.
Three key considerations for family offices during testing times
24/03/2020 - Does “business as usual” (BAU) ever exist for complex families with substantial assets? Whatever one’s view on that question, current challenges might suggest a renewed look at the basic principles of effective family governance (EFG).
If you would like more information or to discuss how coronavirus will affect you or your business, please contact your lead relationship partner in the first instance then: