04.11.24
Inheritance Tax Planning and Gifts for the Maintenance of Family Members We advise many families about the succession of their estate and one of the questions we often get asked is why our package of advice in this area is called ‘Planning for the Future’ and not, perhaps, simply ‘Wills…
02.06.21
Continuing our blog series looking at finances and investment, Francis Jarman, Chartered Financial Planner at Renaissance Financial, explores the issue of pensions and retirement planning. Once upon a time a UK worker would have had a very straightforward view of their employment path. They would likely serve an apprenticeship or…
04.05.21
In a new blog series looking at finances and investment, Francis Jarman, Chartered Financial Planner at Renaissance Financial, explains what Trustees should think about when it comes to investing. The Trust is now set up, you as a trustee have been briefed on your roles and responsibilities and whilst you…
