Estate & Trust Planning Guide

Welcome to our Guide to Estate and Trust Planning. This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face. We look at various ways you could reduce a potential Inheritance Tax liability in order to pass on as much wealth as possible.  This guide addresses the main arrangements available to individuals. The language used throughout this guide is technical due to the nature of Read more…

Chadwicks Bimonthly Magazine September-October 2019

Welcome to the latest issue. At the time of writing, the UK Government said it is ‘ready and willing’ to do a deal to leave the EU if new terms are negotiated with Brussels. But the new Prime Minister, Boris Johnson, has vowed the UK will leave the EU ‘come what may’ by 31 October – the date the UK must depart if no deal has been reached. Even though we don’t definitively know what Read more…

Chadwicks guide to creating the life you want

In our guide, we consider the questions you may need to ask to shape your future. As we all know and experience, there are usually bumps in the road on every journey. Even the best financial plans and most experienced investors can’t always predict the complexities of life. So the starting point for protecting, growing and passing on your wealth is to have a clear financial plan, linked to your lifestyle goals. But your financial Read more…

Chadwicks guide to life insurance protection

Welcome to our Guide to Life Insurance Protection. It’s not easy to think about how you would secure your family’s future if you were no longer around. Understandably, we would rather not think of the time when we’re no longer around. But it’s important to protect the things that really matter – like our loved ones, home and lifestyle – in case the unexpected happens. Every family is different, but they often play a big Read more…

Chadwicks Bimonthly Magazine July/August 2019 —

Welcome to the latest issue. Inside, you’ll find an array of articles about how we can help you further to plan, grow, protect and preserve your wealth. As we all know, the ultimate goal money can buy is financial freedom. Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. From the unfathomable Brexit playbook and the continued prominence of populist ideology, Read more…

Chadwicks Guide to Wealth Preservation

Welcome to our Guide to Wealth Preservation. Our advice can help you preserve and protect the wealth you’ve amassed through hard work, inheritance or good fortune. Inside our guide, we look at the number of key areas that will enable you to put in place an effective protection planning strategy to preserve and protect your wealth for you and future generations. We understand that peace of mind for the future is essential. You’ve worked hard Read more…