John Humphreys has trust issues. Here, he runs through the key considerations for advisers when working with families who wish to pass wealth from one generation to another...
It is a natural instinct to provide support to children and grandchildren - not least financially. Today a notable population of baby-boomers have benefitted from strong growth in house prices and prolonged...
Scheme pays or not scheme pays?
Platform tools fall short
Report outlined one-off 5% tax on wealth above £500k
For a long time, the road to retirement followed a familiar path. Individuals saved up for a pension during their working life in order to retire at a set age; usually around 65. This path has shifted, however.
Completes legal process
Scepticism towards companies' commitments
GDP falls 2.6% in November