The 6 Financial Mistakes To Avoid In your 50’s
I recently came across an excellent written by article by Jack Derwin for nestegg.com that I thought would be of interest to our readers. This was of particular interest to me as I am in this age group and many of my clients are as well. This article is summarised below with additional comments as […] Read More
Succession and Estate planning. Where to start.
Recently in discussion with clients it is clear that many people want to undertake the Estate and Succession planning, however they are unaware of how to go about it and who can assist them. Anyone with assets needs to consider their future Succession and Estate planning needs. The terms are used interchangeably, but whilst similar […] Read More