Kim Williams APFS
- Financial Planning Director and Financial Planner at Kreston Reeves Financial Planning Services Limited
- +44 (0)330 124 1399
- Email Kim[email protected]
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There is no doubt that 2020 has been a challenging year for every one of us. The challenge has resulted in many people reflecting on their personal circumstances and their plans for the future.
Based on the findings from our survey of 1,022 people across the UK, published in our Planning for your future report, our tax, financial planning and legal experts explored key wealth management issues and provided guidance to help you plan for your future and identify some key priorities for action.
Topics covered included:
• Effectively selecting and managing investments
• Planning ahead of retirement using pensions
• Planning your finances for your future
• Building a business
• Inheritance tax planning
• Considerations for later life – Wills, power of attorney, trusts
Download a copy of the full ‘Planning for your future – Financial clarity in an uncertain world’ report here
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