The Magical Money Tree
In the recent past, you may have heard our politicians using this phrase when accusing each other about funding various political promises.
In fact, for many, The Magical Money Tree is much
closer to home.
You may also have read about what some commentators
are calling ‘The Great Wealth Transfer.’
Over the next 30 years, an estimated £5.5
trillion (that’s 12 zeros after the
£5.5) is due to be passed between generations in the UK.
As things stand, the bulk of those
transfers will go to beneficiaries who do not have a professional financial
adviser. This has profound implications, for those beneficiaries, as regards
making the most of their inheritances, both from tax and investment planning
perspectives.Tune in to the next instalment to learn more. In the meantime, we can help. Please visit our website www.pipllp.co.uk and please feel free to call us on 0113 202 9529.
