Family Wealth Management - Winter 2017/2018

The latest insight in personal financial planning, tax and investment strategies

Welcome to our Winter edition of Family Wealth Management, which explores a broad range of topical issues in financial planning. 

Is the rising interest in defined benefit transfers warranted?  What might savers need to look out for? We provide a detailed guide to considerations that should be made before you make a decision. 

In a new segment, we met up with James Knight, Chairman of the Motoring Department, at fine art auctioneers and valuers Bonhams following our maiden sponsorship of the Car Show at Goodwood Revival, to discuss trends in classic car investment.

Many breathed a sigh of relief when the Government decided to pause on pension reforms in the Autumn Budget – however there were still measures which didn’t make the headlines that may have a significant effect on you. Click on our article below to find out more.

Beyond politics we examine the market outlook for the year, dissect the world of venture capital trusts, enterprise investment schemes and seed EIS and examine how complex family care decisions can be made easier.

 

Winter 2017/18 articles

Care and inheritance
Event

Inheritance tax and care planning seminar

Challenges in later life: inheritance tax (IHT) and care planning

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