Discover more from the Pen-Life experts, thought leaders in inheritance tax advice, pensions planning and long term care, on our financial planning blog.
What is wealth management? It sounds like something that only the super-rich need to worry about, but it’s not. So, to set the record straight once and for all here’s a quick definition for you of what wealth management is: it’s managing wealth. There, glad we cleared that one up. Seriously though, it just means financial planning and investment management – something that everyone should be thinking about no matter how much money they’ve got.
Getting a mortgage is probably the biggest financial investment that you will make; unless of course you’ve got an expensive habit of investing in race horses.
Have you been meaning to save more money but still not got round to comparing those savings accounts?
A rough guide to what your finances should look like at each stage of your life.
Putting your life assurance in trust guarantees that your family get all of it and the taxman none of it.
Poll: What Do You Think About Financial Provision for Care Home Costs?
How to release money from the value of your home
Can you afford not to be protected?
Financial planning for retirement
Do you worry that you’re not financially where you should be at your age? Find out what our readers think...
© 2014 PenLife Associates. All rights reserved.