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.
Women may be achieving equality in many walks of life, but on pension provision, they still lag considerably.
Filling your tax return is still one of the most unpopular jobs of the year but the HMRC has tough measures in place for those who fail to file a return.
An overview of the valuable reliefs available – for now
Defined contribution pension freedoms – the legislation is in place but does your pension contract offer you the freedom you need?
For any client wishing to support a charity, it is worth bearing in mind that there are a number of ways of making their gift go further
Recent regulatory changes and favourable markets have made DB pension transfers a hot topic. But what are the risks, and could a transfer be worth considering?
The next five years will be the start of a new housing paradigm