The new summer edition of Financial Planning Matters, our popular financial planning magazine is hot off the press and ready for you to read.
A focus on family
Our clients talk to us constantly about how financially fortunate they feel in contrast to their children and grandchildren. There is a huge desire to help the next generation and we have made this subject the focal point of the new edition of Financial Planning Matters.
This is why inside the magazine you will find articles on the importance of inter-generational planning, things to consider before paying for a child’s education, and the rules around passing on a pension.
What else is inside the magazine?
Our experts have also written a variety of articles covering:
- The intricacies of the pension annual allowance
- An insight into our fund selection process from Matt Dickens, Director of Fund Research
- Five minutes with Anil Khiani, Managing Partner for Financial Planning in London
Read the magazine today to find out more about all of these and much more.
Get in touch
If any of the articles have sparked questions or you would just like a conversation with one of our experts to find out if we could help you, please get in touch. You can call us on 020 7189 2400, email firstname.lastname@example.org or book a no-obligation initial consultation by completing this short form.
This article was previously published on Tilney prior to the launch of Evelyn Partners.