14 March 2019

Top Tips — Baby Boomers

1945-1960s

by Atticus Kidd

Wealth Planning Assistant


1

First and foremost, Giles and Mary should update their wills

2

Looking into the options surrounding power of attorney will give some peace of mind

3

If there are concerns about the investment strategy and/or recent performance it might be sensible to ask a discretionary manager to review the portfolio and discuss the options thereafter, as looking after a portfolio oneself is time consuming

4

It is worth considering an inheritance tax mitigating portfolio service – as experienced investors they might be comfortable with the risks whilst keeping the portfolio outside of their estate for inheritance tax purposes

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