Jan 06 2020
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Welcome to the first edition of Intelligent Wealth for 2020. Inside this issue, we feature articles covering a number of different topics to help you to grow and protect your wealth. 

We all have different financial goals and aspirations in life, yet these can often seem out of reach. If your New Year’s resolutions include giving your financial plans an overhaul, we’ve provided our financial planning tips to help you create a robust financial plan for 2020 and beyond.

Over the years, you may have taken out a number of different insurance policies to give you and your family financial security. Perhaps this may have been when you started a family, took out a mortgage, or became self-employed. Unless you have substantial savings or inherited wealth, most people rely on their salary to pay for everything. But life is full of uncertainties. Fairstone Independent Financial Adviser Paul Dornan looks at why protection planning is important.

As a nation, we are reluctant to talk about inheritance. Through estate planning, however, you can ensure your assets are given to the people and organisations you care about, and you can also take steps to minimise the impact of taxes and other costs on your estate. In order to establish the value of your estate, it is first necessary to calculate the total worth of all your assets, and we look at this further.

Finally, at Fairstone our clients are at the heart of everything we do, and your feedback is vital to how we position and grow our business. To that end, we carry out an annual client survey – and if you haven’t done so already, we would really appreciate it if you would take a few minutes of your time to complete our survey. You can find a link to the survey at www.surveymonkey.co.uk/r/PBNBR8H.

Thank you, and I hope you enjoy this issue of Intelligent Wealth.

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