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Monthly Archives: January 2017

How to Leave an Inheritance to Family Members with Poor Money Management

Written on January 14, 2017 at 2:40 pm, by

Studies have shown that up to 70% of wealthy families lose their fortune by the second generation, and 90% by the third. Many are concerned that their children are not financially responsible enough to handle their inheritance, while others find it difficult to disclose the full extent of their wealth and explain how to retain  Continue Reading »

Manage Your Wealth and Assets in 2017

Written on January 4, 2017 at 2:40 pm, by

New years come with resolutions and plans to improve wealth management – there are a number of ways that you can make trusts work for you in the coming months and years to help provide for your family and mitigate your inheritance tax liabilities too. Plan for School & University Tuition Fees The rising cost  Continue Reading »