Whatever you are planning to achieve with your finances over the long term, we see three key decisions forming the foundation for any discussion – whether it’s helping your children, funding your retirement, or leaving a legacy.
These three decisions focus on:
1) Why do I need a financial plan? We explain why it is important to have a plan, which is reviewed regularly, to help you achieve your financial goals
2) How do I protect my family? We set out the key documents you should have that support good family financial decisions
3) How should I structure my wealth? We flag some of the tax efficient structures and wrappers, using the UK as an example.
Join John Williams, head of wealth planning, in a conversation moderated by Karen Bennet of the marketing team, as he provides examples of how these discussions can be had over a relatively short space of time, given access to the right expertise that’s appropriate for you.