by Richard Edwards | May 16, 2022 | Uncategorised
Millions of midlifers are propping up their families Impact on work, wealth and wellbeing putting further pressure on age group The financial decisions made by individuals as they reach retirement could have significant consequences on their finances and standards of...
by Richard Edwards | Mar 23, 2022 | Uncategorised
Investment choices Behavioural patterns shaping our way of investing, for better or worse When it comes to money and investing, we’re not always as rational as we may think. Every human being is driven by emotions – more than we would like to admit. Emotions are the...
by Richard Edwards | Mar 23, 2022 | Uncategorised
Extending the scope of the trust register Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they...
by Richard Edwards | Mar 23, 2022 | Uncategorised
Unlocking cash from the value of your home Homeowners release a record-breaking £4.4bn in property wealth Despite the pandemic, 2021 saw older homeowners release a record-breaking £4.4bn in property wealth at a rate of more than £12m a day to help family members and...
by Richard Edwards | Mar 23, 2022 | Uncategorised
How confident are you about your retirement? Hopes, fears and aspirations of people approaching and in retirement People aged between 55 and 64 are now less confident about their retirement than they were a year ago, with over-55s most likely to be worried about...
by Richard Edwards | Mar 23, 2022 | Uncategorised
Inheritance Tax What will your legacy look like? Intergenerational planning helps you put financial measures in place to benefit your children later in life, and even your future grandchildren, but it’s important to start planning early. You may want to keep an...
