Tag: family wealth

Retirement Planning

Why Heirs Rarely Keep Their Family’s Wealth Advisor

Only 27% of heirs keep their parents’ wealth advisor. Why the disconnect? Uncover the surprising reasons and what families can...

16/10/2025

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Retirement Planning

Why Families Gift Pensions to Kids to Slash Inheritance Tax

Families are pouring money into kids’ pensions to dodge inheritance tax. But how does it work, and could it secure...

07/10/2025

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Retirement Planning

Should You Donate Your Kids’ Inheritance to Charity?

Are wealthy parents right to donate their kids’ inheritance to charity? Uncover the surprising reasons behind this trend and what...

07/08/2025

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Retirement Planning

Trump Accounts: $1,000 for Newborns Explained

Newborns now get $1,000 Trump Accounts to build wealth. How do they work, and can they secure a brighter future...

12/07/2025

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Retirement Planning

Unclaimed UK Estates: Is Your Family Name Worth Millions?

Could you be heir to a fortune? Over 5,700 unclaimed UK estates await their owners. Check if your family name...

26/06/2025

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Tax Efficiency

Avoid Inheritance Tax Pitfalls: Gifting Done Right

A family faced a £176k tax bill due to a gifting mistake. Discover how to gift assets wisely and protect...

30/05/2025

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Retirement Planning

Why Give Kids Money Early? Timing Matters

Should you give your kids money now or later? Timing can change everything. Learn why early financial support matters most...

22/04/2025

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