Financial Planning, Inheritance Tax Planning, Investments, Legacy Planning, News
Found this video online – real people talking about their worst financial mistakes and what they wish they’d done differently. Well worth the 3 minutes it takes to watch.
View ArticleMost of you will have heard of Warren Buffett, one of the world’s richest men, and a very respected and seasoned investor. He’s usually worth listening to and I read some exerpts from his annual letter to investors in his company, Berkshire Hathaway. The original article can be found here. You cannot turn your back […]
View ArticleFinancial Planning, Inheritance Tax Planning, Legacy Planning, Legal, News
Recently a client passed away leaving behind his wife. Annie* and her late husband had known me since I was a baby and their children are also clients of our firm. As with many families it is often the case that one spouse “deals with the money” and Tom* had handled all of the finances. […]
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