Varied and versatile, your adviser may discuss trusts with you when making their recommendation. They’re a useful part of an adviser’s tool box – allowing you to set aside assets for specified beneficiaries. Find out more about how they can be used, and the controls you can set.
News headlines of tax avoidances schemes can be unsettling, especially if you worked to protect the assets you have a built up over many years to go to your chosen beneficiaries rather the tax man.
The Bank of Mum and Dad is now our ninth largest mortgage provider, up a place in the rankings from the year before. And the parental (and grand parental) generosity doesn’t stop there. Justin Urquhart Stewart, of Seven Investment Management, expands on families financial habits.
Clients are often referred to a financial adviser by a friend, family member, a colleague or sometimes through their employer. Why do they do this? What value do they see in financial advice?