1. You're fed up with low interest rates and want your money to work harder.
2. You're about to receive a windfall.
3. You're not sure you'll have enough money in retirement.
4. You've got a regular monthly income to invest.
5. You want to leave a legacy to your family.
6. You're considering starting or expanding your business.
7. Others rely on you. How would your family cope if you were seriously ill or if you died?
It is complex to identify a vulnerable client as there are many different situations; the vulnerability may not be permanent and not everyone becomes vulnerable in the same way. Clients could potentia
Here we look at some situations where clients comfortable with the associated risks could benefit from Business Property Relief-qualifying investments for inheritance tax planning. Nothing should be t
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