Whatever you are planning to achieve with your finances over the long term, we see three key decisions forming the foundation for any discussion – whether it’s helping your children, funding your retirement, or leaving a legacy.

These three decisions focus on:

  1. Why do I need a financial plan? We explain why it is important to have a plan, which is reviewed regularly, to help you achieve your financial goals.
  2. How do I protect my family? We set out the key documents you should have that support good family financial decisions.
  3. How should I structure my wealth? We flag some of the tax-efficient structures and wrappers, using the UK as an example.

Join Simon Prescott, head of wealth planning, in conversation with paraplanner Anna Slater, as they provide examples of how these discussions can be had over a relatively short space of time, given access to the right expertise that’s appropriate for you.