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 goals – which are likely to be the biggest, most life-changing goals of all – can all too often be put on the back burner, whether this is working out ways to build an investment portfolio, set up a business, retire early or leave your wealth to your family.
By Ruth Heap | HM Legal What is a lifetime trust? A lifetime trust is a vehicle that allows you to transfer your assets into a trust whilst you are alive. You set up the