Financial Planning Matters

Summer Edition 2017

Financial Planning Matters front cover File size: 1564KB

Financial Planning Matters is our new financial planning magazine. It’s full of articles and interviews from our technical experts and specialists, with topics ranging from retirement planning and the new residence nil rate band to keeping money in the family and using all your available tax allowances. Download your copy to find out more.

In this guide:

  • Why retirees have more fun – and how much money they spend on it
  • How we help families to make the most of their money, from leaving an inheritance to navigating a divorce
  • An interview with Chief Investment Officer Chris Godding
  • Other articles on trusts, paying for care and the new allowance for passing on the family home

Fields marked * are mandatory