Tag Archives: inheritance tax

Cashflow planning: visualising financial journeys

in Financial advice, Financial education, Investments, Later life, Retirement planning
Cashflow planning is a bit of a buzz phrase around financial planning at the moment as advisers seek to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. In my mind, cashflow planning is simply showing whether a client’s objectives are attainable using current [...]

Ensuring that your legacy reaches the next generation

in Corporate, Employee benefits, Financial education, Inheritance Tax, Later life, Partners, Retirement planning

Whether we agree with it or not, most of us understand the concept of paying for our later life care. Most people are careful and do not want to pay more than necessary, although paying for your own care brings with it the choice of where and how you are cared for. Find out more in this article from our partners, The Will Writing Company.

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