Wealth planning

Read how you can support your clients through the sale of their business and the three key questions.

A recent survey revealed that a third of 50- to 70-year-olds have had their finances impacted by COVID-19. As we emerge into a new normal, is it time to take stock and reassess of your financial plans for the future?

Did you save money during the COVID-19 pandemic? In this article we consider what you could do with your extra cash. 

With inflation creeping up and interest rates at a low, the real value of cash is falling. Read our five questions to ask to protect your cash from inflation.

If you have decided to invest some of your savings in a diversified investment portfolio to protect your wealth from inflation, you may be wondering how much to invest and how much to keep in cash. We have some key points to consider when making your decision.

With inflation much higher than interest rates, the real value of cash is being eroded over time. This article explores how inflation is a danger to your cash, and what you can do to protect your wealth from its effects.