Wealth Transfer

Companies | 5 Oct 22

But just 3% talked to a financial adviser about their succession plans

Best Practice | 26 Sep 22

‘They should contact family members of clients who might value support after a major inheritance’

Companies | 7 Sep 22

Region has long struggled with the concept of estate and succession planning

Best Practice | 3 Aug 22

To help UHNWs across the Middle East with succession planning

Companies | 13 Jul 22

How to limit IHT liabilities and gift money main areas of focus for clients