Welcome to our first edition for 2020. Inside
this issue, we feature articles covering a number of
different topics to help you successfully grow and
protect your wealth.
Whether it’s stopping smoking, losing weight,
eating more healthily or getting fitter, most of us have
probably made at least one New Year’s resolution,
but how many of us will actually go on to achieve it?
We all have different financial goals and aspirations in
life, yet these goals can often seem out of reach. On
page 04, if your New Year’s resolutions include giving
your financial plans an overhaul, we’ve provided our
financial planning tips to help you create a robust
financial plan for 2020 and beyond.
Estate planning is an important part of wealth
management, no matter how much wealth you
have built up. It’s the process of making a plan for
how your assets will be distributed upon your death
or incapacitation. On page 08, we consider why
having an effective estate plan in place will not only
help to ensure that those you care about the most
will be taken care of when you’re no longer around,
but it can also help minimise Inheritance Tax (IHT)
liabilities and ensure that assets are transferred in an