In our final blog offering ‘top tips’ for clients looking to pass money on to their children, we finish with tips 6 and 7:   ‘Bring the kids to the meeting’ and ‘It’s not about the money’. Top Tip 6 … Continued

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Following on from our last blog which featured ‘top tips’ numbers 2 and 3 for clients looking to pass money on to their children, we continue today with tips 4 and 5, ‘Don’t give cash’ and ‘The gift of giving’. … Continued

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Following on from yesterday’s blog which featured our first ‘top tip’ for clients looking to pass money on to their children, today we continue with tips numbers 2 and 3: Top Tip 2 –  Practice makes perfect Give children some … Continued

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Continuing our feature on how to pass on wealth to your children we look at some of the options available to you. Here are some thoughts drawn from my own experience and the experience of others who have researched this … Continued

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If you think that passing on wealth through your family is complicated enough, try throwing in a family business as well. The issues are even more complicated when a family business is involved, with more emotional attachment tied-up in the … Continued

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Parents adopt different approaches, and sometimes it may make sense to adopt a different approach for each child, depending on the character of each, while yet ensuring that each child is treated fairly. Make a gesture A common approach is … Continued

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In the first of our blogs about how to pass money on to your children, financial planner Richard Wadsworth looked at how people decide what is the right amount of money to give. Here, in his second blog, he asks, … Continued

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Seven top tips for passing wealth to your children Do you think you should give your children the financial comfort which you, perhaps, didn’t have? Or do you think that they should make their own way in the world? What … Continued

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In March 2015 the Government announced plans to create a second-hand annuity market and allow people, who had previously bought annuities, to sell them for cash, from April 2017. At the start of this month they decided to cancel those … Continued

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Richard Wadsworth was recently interviewed by Lexis Nexis Private Client, in association with the Private Client Dining Club, on one of their ‘hot topics’, the new pension death benefit rules.  The 10 minute Q&A video was shot at Lexis Nexis … Continued

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