Lessons to be learnt from the 1%
There are mistakes the truly wealthy don’t make and 2025 will be no different. It is a new year and high-net-worth individuals are reviewing their financial strategies, leveraging experience and trusted advisors to avoid common mistakes. What we can all learn from their approach can benefit everyone aiming to protect and grow their wealth this year.
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On Golden Pond
Old age is a reality, and with it can come ill health, both physical and mental. Circumstances can arise when the elderly are not able to take care of their own finances. So, it would be important that someone who has their back or whom they trust can take over those affairs for them.
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Home sweet home
Selling a home can be a challenging experience: preparing for show days, dealing with estate agents, considering offers to purchase, trying to make sense of legal contracts. And after the home is sold there remains one possible further task: working out whether the taxman will take a slice of the profit ….
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