As we age, it’s an unfortunate fact that most of us will experience some degree of cognitive decline. This can present significant challenges in all aspects of life, including managing your finances. Cognitive functions including memory, decision-makin …
Although anybody can be a victim of financial fraud and scams, the older members of the population are particularly vulnerable and common targets. As technology evolves and financial transactions become increasingly digital, scammers have adapted their …
This case study is an excerpt from Cascading Your Wealth: How to Build a Family Wealth Plan for the Next Generation by Marlene Outrim. Dealing with the investments of someone who has received no advice can be a nightmare. You might unearth an array of …
An excerpt from Marlene Outrim’s book, Cascading Your Wealth: How to Build a Family Wealth Plan for the Next Generation. If you are looking to cascade your wealth to the next generation, we primarily recommend you work with a professional to put togeth …
Investment Director Charles Bathurst-Norman of J M Finn reflects on the global macroeconomic and geopolitical environment in 2023 and explains his cautious optimism for the year ahead. 2023 started with low expectations for global growth and elevated f …
You can tell this is an election year Budget. Chancellor of the Exchequer Mr Jeremy Hunt opened his speech reporting a long list of his party’s recent successes – although later fact checks by the BBC found he was slightly misrepresenting the figures h …
When you are reassessing your Family Wealth Plan, you may identify some modifications that you wish to make. If, in the intervening period between making your Will and now, some significant changes were to affect various people named within your plans, …
