Welcome to the latest edition of our personal finance magazine.
Whatever your financial goals might be, we can help you grow your wealth so that you can enjoy it and pass it on. As your life changes over time, it’s important to ensure that your financial objectives continue to meet your requirements. There are many different tax-efficient ways to grow your wealth. On page 8, find out how we can help you understand the choices and make the investment decisions that are right for you.
A generation ago, retirement meant stopping work completely and winding down. By contrast, the present generation – the baby-boomers – are much more likely to see it as a fresh start with a chance to explore new opportunities or carry on working on their terms. Read the full article on page 2.
Estate preservation doesn’t only affect the very wealthy. Rising property prices have meant that it’s now an issue for an increasing number of people. So what are the areas you need to consider to protect your wealth? Turn to page 6
A full list of all the articles featured in this issue appears on page 3.
Our aim is to help you make informed decisions about your financial future and work with you to build a tailored financial plan based on your financial goals and needs and help you put that plan into action. If you require any further assistance, please contact us – we look forward to hearing from you.