When it comes to your children’s inheritance, are you caught between a desire to provide enough financial security for their future while protecting them from over-entitlement? If so, you’re not alone. Perhaps it’s time to consider joining the inheritance SKI Club.
A true family legacy is more than the money you leave your loved ones. It’s about passing on a unique set of values, beliefs and purpose to the next generation. But while the wealth industry talks about ‘the great wealth transfer’, we look at what it actually takes to make succession a success.
Thinking through life in retirement is complex because we are planning for an undetermined period in life with a finite sum of money. However, even if you know when you will retire and understand how your finances might map out, longevity remains an important influence on the quality of life as Simon Prescott explains.
Although retirement planning should be carried out as early as possible, many of us only seriously review our financial situation as we approach the point at which we plan to retire. However, we believe the planning needed to sustain our finances for the longest holiday of our life is more important than ever. John Williams explains why.
John Williams, head of wealth planning, joined Simon Prescott, senior wealth planner as they explained what clients should be aware of as they transition from a career, or running a company, to retirement, and how they might achieve financial success in a phase of life called decumulation.
As the number of people and timelines in retirement grows, how can we ensure that the funds we have accumulated in investments, pensions and savings will cover us to the end of our days in decumulation, even if we won’t give up work?
Cameron Walker examines what retirement means today, and considers whether early retirement or remaining in work for longer is the wisest option.
The concept of retirement means different things to different people. What does it mean for you? John Williams explains in a 30 minute webinar.