Financial Planning Matters

Summer Edition 2018

Financial Planning Matters guide

Our clients talk to us constantly about how financially fortunate they feel in contrast to their children and grandchildren. There is a huge desire to help the next generation and we have made this subject the focal point of the new edition of our Financial Planning Matters magazine. Download your copy today to read more articles and interviews from our technical experts and specialists.

In this guide:

  • Why you should be thinking about inter-generational planning
  • Things to consider before paying for a child’s education
  • The rules around passing on a pension
  • A variety of other articles, including two from our Central Investment Team on behavioural biases and how we choose funds

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