4 unpredictable life events that could mean you’d benefit from a financial review
It doesn’t matter how much you prepare; sometimes unexpected life events could mean your carefully laid plans go awry. While you can’t know what’s around the corner, you can change how you respond to unpredictable events to help keep your financial plan on track. A...
Investment market update: July 2024
In July, the markets were affected by general elections taking place in the UK and France, and the ongoing presidential campaign in the US. Read on to find out what else affected investment markets in July 2024. Uncertainty and numerous other factors may affect the...
Inheritance Tax: The basics you need to know about the “death tax”
Often dubbed “death tax” or “Britain’s most-hated tax” in the media, Inheritance Tax (IHT) may seem complex, and you might be unsure if it’s something you should consider as part of your estate plan. Over the next few months, you can read about the essentials you need...
Family Investment Company
Kind Wealth do not advise on the setting up of a Family Investment Company. Family Investment Companies would be set up by a third party and Quilter Financial Planning accept no responsibility for this. Kind Wealth are able to advise on the underlying investments held...