Bank of Mum and Dad

The UK’s most lenient lender?

The Bank of Mum and Dad is potentially the UK’s most lenient lender, and its relaxed approach means it ends up writing off huge numbers of loans each year, according to new research[1]. Continue reading…


Family succession planning

family
Taking advice early and developing a personal financial plan is crucial to meeting long-term goals

Succession planning may be one of the most challenging experiences facing any leader, especially an entrepreneurial business person who has built a family business from scratch, so it is crucial to get right. For a family business, transition is a once-in-a-lifetime decision. Perhaps no challenge has as much potential to exacerbate the special stresses – or, conversely, highlight the special advantages – of operating a family business. Continue reading…


Looking ahead to your retirement years

Making sure you can sustain the level of income you need

From stopping work altogether to a slow and gradual reduction of commitments – retirement means different things to different people. Making sure you can sustain the level of income you need as you move away from full-time employment or your business interests is key to a long and happy retirement. Continue reading…


Assessing current and forecasted wealth

Making the most of your money to achieve your financial objectives

To be in a position to navigate the financial aspects of your unique life’s journey you need to regularly track your progress towards key goals such as paying off your mortgage, buying a second home, building a retirement fund or setting up an Inheritance Tax trust. Continue reading…