In this edition:
Keith Carby, Chairman and CEO of CAERUS Capital Group, considers the challenges of keeping financial affairs in order.
Simon Brett, Director and Chief Investment Officer at Parmenion Investment Managers, reflects on the year of the Fire Monkey.
Graeme Rob, Senior Technical Manager, Prudential, focuses on Inheritance Tax.
Plus; Is your family financially protected? | Does a pension beat property? | Finding income in a tricky savings climate | What is a £5,000-a-year pension worth? | A third quarter investment lesson | Two wrongs and a right – tax evasion, avoidance, and planning | LISA reappears after a summer redesign | Autumn Statement – hail and farewell
If you wish to discuss your finances or any of the issues raised in this edition of Wealth Perspectives, please do get in touch.