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Articles
Trusting in education: helping out with future school fees
Have you more grandchildren (or great-grandchildren) than before the pandemic? If so, you are not alone! According to The Institute for Family Studies (IFS), the Covid-19 pandemic could boost the number of births by up to 40 per cent by 2024. Supporting academic research suggest that this is due to various factors including: In addition, […]
Do you want to set your retirement on FIRE?
Want to retire early? Many have, using the FIRE concept of Financial Independence, Retire Early, but it’s definitely not for the faint-hearted or low-earners.
Keeping control after your death: Trusts and your Will
Leaving money and assets to beneficiaries in your Will may seem cut and dried. However, in practice it isn’t always that straightforward. What do Trusts do? Trusts are designed to ensure your loved ones are properly looked after the way you want, giving you control beyond the grave. You create a Trust that will be […]
Intergenerational wealth transfer: securing your family’s financial future
You’ve worked hard to accumulate your current wealth and assets, and (hopefully) your portfolio is now providing you with the financial support you require in retirement. Let’s just say here, we’re not talking about wealth in terms of multi-millions. Your wealth is what you have as your ‘nest egg’, and it is what it is. […]
The Good Life: what exactly is it for you?
The three elements of retirement. A new survey reveals the importance of happiness, meaning and a crucial third element often overlooked.
