by Francesca Smith | Apr 3, 2025 | In the press
A mind-boggling amount of money is set to be transferred from one generation to the next. A windfall of wealth transfer is currently taking place in the UK, the largest of its kind in history. A hefty £5.5trillion will be passed down the generations by 2050 –...
by Francesca Smith | Apr 1, 2025 | In the press
Getting involved in investments have never been easier for ordinary people, but you must bear these crucial things in mind Many people think investing just isn’t for them, it’s only for the wealthy. And this can make them shy away from trying to get the best returns...
by Francesca Smith | Apr 1, 2025 | In the press
Proper protection is vital but it often is neglected by wealth-builders who fixate on other areas. As well as focusing on growing your wealth you need to ensure you have the right protection in place. Many people are fixated on getting their money to work and wanting...
by Francesca Smith | Feb 25, 2025 | Uncategorized
Money is an enabler in life, it gives you opportunities and freedom of choice in the decisions you make. It takes a lot of hard work to earn it so it’s important that you ensure savings and investments work hard to give you financial security throughout your lifetime...
by Francesca Smith | Feb 18, 2025 | Uncategorized
The proposal to bring unspent pensions into estates and include the funds in Inheritance tax rules still has to be passed into law, and there is a chance it might not happen. But it most likely will. The Government said it wants to continue to offer tax incentives for...
