Grandparents plan to pass on wealth: How to do it tax efficiently
19th October 2018Most grandparents across the country are planning to pass on their accumulated wealth to children and grandchildren when they die. But when we’re talking about grandparents being worth an average…
Tina Winter is a Fellow of the Personal Finance Society
17th October 2018After three decades of working in Financial Services, accumulating advanced qualifications in pensions, tax and investment planning, Tina Winter is a Fellow of the Personal Finance Society. The fellowship is…
Winners of the David Norton Building Excellence CISI award
9th October 2018If you have not been active on Social Media in the past week, you might have missed the news that Balance: Wealth Planning Limited were the winners of the 2018…
Free financial planning sessions – part of national campaign
25th September 2018When it comes to planning for the future, it’s sometimes difficult to know where to start. There might be a bucket list, a dreams board, or even a worry box….
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