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Estate Planning

Financial planning | 31 May 24

Nearly two thirds of HNW expats in UAE ‘not actioned’ family tax, estate planning

Difficulties in finding the right wealth manager cited by 48% of the 150 respondents

Boutique wealth manager opens Asian wealth-advisory practice

Asia | 18 Oct 23

Boutique wealth manager opens Asian wealth-advisory practice

Comprising of a team of multilingual financial advisers

Advice industry needs to promote family wealth discussions

Best Practice | 7 Jun 23

Advice industry needs to promote family wealth discussions

As 19% of Brits over 60 say they have never spoken to their children about their finances

Companies | 23 Mar 23

57% of HNW Brits not comfortable talking money with next gen

But an overwhelming majority plan to pass down their wealth to their children

Companies | 2 Mar 23

Withers invests in digital estate planning platform

Law firm will initially offer the service to clients in the UK before rolling it out in other markets

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.