You are often balancing enjoying life, with paying the mortgage and saving for the future. Your aim is to build wealth while you can. You want to ensure that you can leave a legacy to pass on to your beneficiaries, paying as little inheritance tax as possible. You or a family member need to pay for care.
You want to know what options are available and how best to use existing capital to ensure it doesn't run out. As a trustee of a charity you want to be sure that you are managing the charity's resources responsibly. You realise that there are aspects that require the assistance of an expert. With life being turned upside down you need clarity and someone with a level head to ensure that you get the best deal and consider all the options.
You want to know what options are available and how best to use existing capital to ensure it doesn't run out. As a trustee of a charity you want to be sure that you are managing the charity's resources responsibly. You realise that there are aspects that require the assistance of an expert. With life being turned upside down you need clarity and someone with a level head to ensure that you get the best deal and consider all the options.
