3 min read
15 min read
You’ve inherited, now what?
Learning that you’re the beneficiary of an inheritance can be an emotionally loaded time. Considering an inheritance typ...
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When you come to see us for your first financial planning meeting we will obviously want to know about your assets and liabilities and income and expenditure. However much more importantly we want to know what matters to you. We really want to know what you want to achieve, what are your objectives and it is very helpful if you've already considered this before the meeting.
Objectives around cash reserve or retirement are fairly common, however it is very important that each objective is a SMART objective and as specific to you as possible.
Watch the video to find out more or speak to our Ulton Wealth Management team.
15 min read
Learning that you’re the beneficiary of an inheritance can be an emotionally loaded time. Considering an inheritance typ...
14 min read
We’ve all heard it before: shirtsleeves to shirtsleeves in three generations, the third generation curse, the 70% rule. ...
16 min read
Sitting across from our clients, there’s one question that comes up more than just about every other: “How much do I nee...
