We spoke to one of Northern Ireland’s leading Estate Planners Abbey Financial Services about the most important areas you need to consider when you're planning your estate. According to recent studies, the average person only spends 30 % or so of their wealth. This means the remaining 70 % is left sitting in the bank account or […]
Here we speak to Rodrigo Alonso Martins about the variety of factors in wealth planning and how globalization has impacted clients. With a variety of factors playing a part in wealth planning, can you share the most underrated, but highly important aspect, which enables clients to devise an efficient wealth management plan? Nowadays, the personal […]
Kevin Davidson, Founder, Chief Legal Counsel and Life & Legacy Planning Attorney at The Estate Planning Group, discusses how business owners should best tackle estate planning. Estate planning for business owners: Where should they begin? We really recommend an entirely different approach, and call what we do Life & Legacy Planning, rather than “estate […]
Retirees who have transferred their UK pension into an overseas pension scheme – or are planning on doing so - need to ensure they can still be fully serviced from their adviser as sweeping rule changes come into effect this summer.
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