News & Views

Author: Angela Wise

Succession planning: Passing on the family home

More and more of my discussions around future financial planning are involving the passing on of assets, especially the family home, to children and/or grandchildren in the most tax efficient…

Financial planning around dementia

According to the Alzheimer’s Society, one in three people over 65 will develop dementia and this number is only likely to increase as people are living longer. It is estimated…