Blog tagged as estate planning

Now we usually don't like to discuss dying, however by planning better, we gift our family and friends with the knowledge and understanding of what we want done not only when we pass away in a Will.

Now we usually don't like to discuss dying, however by planning better, we gift our family and friends with the knowledge and understanding of what we want done not only when we pass away in a Will.

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.