News room

  • 2017

    • UK News: Minimising the stress of inheritance tax through life assurance

      UK News: Minimising the stress of inheritance tax through life assurance

      05 September 2017

      Selling treasured possessions or a family home to cover an inheritance tax (IHT) bill is the last thing anyone wants to do. Stuart Chappell, Director, Insurance and Financial Solutions, explains how the right life assurance policy can help meet an IHT liability, reducing the emotional and financial strain on your loved ones.

    • How sustainable is your current lifestyle?

      How sustainable is your current lifestyle?

      05 September 2017

      You may spend many hours considering the investments your advisors recommend, calculating what the potential returns may be and the impact these could have on your future wealth. But have you ever considered how sustainable your current lifestyle is?

    • Entrepreneur Series - The Wee Family on the importance of connected values

      Entrepreneur Series - The Wee Family on the importance of connected values

      14 August 2017

      Preserving your family’s wealth is not all about financial structuring. In fact, as Rosalind Wee and her family demonstrate, avoiding the generation trap has more to do with communication, principles and values.