What does the executor need to do next? How do you register a death? How do you obtain probate? All this, and more about the costs associated with passing on an estate from Wren Sterling’s Head of Later Life Advice.
Can I make gifts as a Power of Attorney? It’s a common question, and the answer is yes – but there are strict rules to be adhered to. Neil MacGillivray, Head Of Technical Support at James Hay explains.
Cashflow planning allows advisers to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. Find out more about what it is and how we use it at Wren Sterling.
Watching a new portfolio experience volatility can be painful. Paul Gegg outlines the key concepts involved in sequential returns risk, and why investors – particularly retired investors – need to take advice with their withdrawals.
The UK population is getting older – and quickly. This is increasing the strain on the UK care sector and is likely to mean that in future we need to pay more ourselves for care if we want to enjoy a similar quality of life – but how do we go about paying for it?
Market volatility caused by the UK’s decision to vote to leave the European Union could negatively impact those looking to secure retirement income in the coming months, a pensions expert has warned. Clive Barwell, Head of Later Life Advice at Wren Sterling, says predicting the future of pensions at this stage is impossible, but that [...]