14 March 2019

Top Tips — Baby Boomers

1945-1960s


1

First and foremost, Giles and Mary should update their wills

2

Looking into the options surrounding power of attorney will give some peace of mind

3

If there are concerns about the investment strategy and/or recent performance it might be sensible to ask a discretionary manager to review the portfolio and discuss the options thereafter, as looking after a portfolio oneself is time consuming

4

It is worth considering an inheritance tax mitigating portfolio service – as experienced investors they might be comfortable with the risks whilst keeping the portfolio outside of their estate for inheritance tax purposes

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

Planning for your financial future

Wealth planning services


Related articles