Blog tagged as estate planning

All is not well as we discover as Philippa, a fully qualified financial planner and physcoligist explains. There are many facets to consider none the least being the dramatic lack of financial education amoung boomer women.

Ever thought of retiring early? What are your options and what are the best structures to consider? Options surrounding an early retirement and the best tax structures to consider.

Find out the difference between "gifting" and "loan" when family provides funds to each other. The rules are straight forward yet catch too many out.

Ever thought of retiring early? What are your options and what are the best structures to consider? Options surrounding an early retirement and the best tax structures to consider.

What is super NOT for? Great question, so let's hear some great answers from Michelle Griffiths of TAG Financial Services