The transfer of wealth to your children – better known as inheritance planning -Â is a complex area of personal finance that must be well planned in order to work efficiently. The central factor to consider in inheritance planning is taxation, and in particular Inheritance Tax, which, if left unheeded, can be applied to parts of [...]
Posts Tagged ‘Fund Portfolio’
Passing on your wealth: Tips for inheritance planning
Tuesday, July 14th, 2009Financial planning – The large print giveth, the small print taketh away
Friday, June 12th, 2009In the labyrinth of financial planning, each step we take can present a hidden pitfall, a devil buried deep down in the detail. Here is our mixed bag of hidden surprises – every nugget of wisdom can contain its own dark secret! We know that making a will is an essential part of our financial [...]
The financial life cycle 4: The frugal fifties
Tuesday, June 9th, 2009In your fifties, your children may be grown. Perhaps your youngest is about to depart to make her own way in the world. You find yourself, your spouse and your cat enjoying a cup of tea alone, in the sudden quiet of an empty house.
This is not a time for sadness. Don’t think of it as losing a daughter – think of it as regaining a bathroom!
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