We are constantly being reminded to keep passwords safe and secure and to not write them down or share them with anyone. We are also being reminded to make sure our Wills are up to date and we have a lasting Power of Attorney to ensure that important decisions, and our assets, can be looked Read More +
Tag Archive: Estate Planning
Posted in Estate Planning, Financial Planning
Posted in Estate Planning, Financial Planning, Investment
The dilemma of gifts for grandchildren
A frequent topic of discussion, particularly when advising on Estate planning, is making gifts to Grandchildren. This is particularly relevant at a time when many younger people struggle to save for a deposit and / or build up sizeable debts in an attempt to differentiate themselves form the crowd. Many clients are reluctant to make Read More +
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