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Amy Urquhart
    • Amy Urquhart

    • Compliance Director Wealth Management - Stamford
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Revisiting Protection in 2020

  • Posted

To say that 2020 has been a challenging year is an understatement. Some people have faced ill-health (physical and / or mental), others have lost their job and the rest of us are coming to grips with the readjustment of our daily lives. A silver lining...

We Are Family - the importance of intergenerational planning

  • Posted

Many parents and grandparents are keen to pass on their wealth to loved ones, but there is little understanding about how this can be done in a controlled and tax-efficient manner. When someone dies, their estate becomes liable for inheritance tax . In...