Key Partnerships

How to build a stronger mortgage market for under 35s

The difficulties young people experience in getting on the property ladder has been widely discussed. It’s clearly bad news for the country’s young people, but the hard time under 35s are having acquiring their first property has wider effects on the housing market and indeed on mortgage brokers, who simply have fewer deals on the table.

Why equity release is increasingly relevant for high net worth clients

Years of solid house price growth in the UK has left many individuals and couples with a very large sum of money locked in their homes. Equity release is, of course, one way of unlocking this accumulated wealth without the substantial disruption of leaving a much loved home.

The benefits of early engagement with your client’s beneficiaries

Throughout the lifespan of a client relationship, IFAs work tirelessly to ensure that a client optimises their financial planning outcomes including when it comes to inheritance and estate planning.

Five benefits of working together with other experts to provide more holistic later life advice

Later life advice is becoming more complex. As people now live longer than before the lines between work and retirement are blurring, while the financial implications of an extended retirement and the associated care costs can be daunting.

Gifting now vs. an inheritance later – the pros and cons

As a wealth manager, IFA, accountant, will writer or solicitor you’ll most likely be used to seeing clients coming to you with their concerns about Inheritance Taxes (IHT). These are valid concerns, of course, given that the part of an estate that exceeds the IHT threshold can be taxed at up to a not insignificant 40%.

Blogs

How to build a stronger mortgage market for under 35s

Why equity release is increasingly relevant for high net worth clients

The benefits of early engagement with your client’s beneficiaries

Five benefits of working together with other experts to provide more holistic later life advice

Gifting now vs. an inheritance later – the pros and cons

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