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

Read Post

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

Read Post

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

Read Post

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

Read Post

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

Read Post

Carbon’s Richard Wadsworth recently provided some valuable input for an interesting article entitled, “Cashing in not selling out: what are the choices for exit”, which appeared in the latest edition of Business Insider magazine. The article explores the value for … Continued

Read Post

In today’s Press & Journal, Carbon’s investment director, Barry O’Neill, issues some timely advice for anyone feeling nervous about their tax planning in the wake of the Panama Papers and the pressure put on David Cameron to reveal details of … Continued

Read Post

In today’s Press & Journal, Carbon’s Richard Wadsworth looks at the challenging topic of leaving your pension pot to loved ones, and exerting some form of control over where your funds go. As Richard points out, the new rules state … Continued

Read Post

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

Read Post

Following on from last week’s blog which featured our first ‘top tip’ for clients looking to pass money onto children, we continue this week with tip numbers 2 and 3, ‘Practice makes perfect’ and ‘Eat your greens and you’ll get … Continued

Read Post