Expect to hear Mark ask: Who are Stellar Asset Management? Has the Coronavirus impacted Inheritance Tax planning? Are ISAs Inheritance Tax efficient? Who is Tom Hind? Tom is a Regional Account Manager for Stellar Asset Management. Prior to joining Stellar, Tom was training to be a financial adviser before developing a keen interest in investment services.
With the tax year-end fast approaching why not join Mark & Gary Live on as they talk all things ISAs. Expect to hear Mark ask: What types of ISA are there? Are there many ISA millionaires? Is there a limit to how much you can have in an ISA?
Join Mark & Victoria Live as they talk about Lasting Powers of Attorney. What is a Lasting Power of Attorney and why is it important? Expect to hear Mark ask: What is a Lasting Power of Attorney? How do they work? What types are there? What’s the difference between them?
Join Mark & Victoria Live on Join Mark & Victoria Live on YouTube as they talk about the importance of having a Will. Expect to hear Mark ask: Is it expensive to write a Will? Is writing a Will a complicated process? How long does it take? So why do we need a Will anyway?
Expect to hear Mark ask: What are the guiding principles that you use when you invest money? How do you select the mix between different asset classes, equities, and bonds for example? What process do you use to select the funds you invest in? Can you tell us a little more about your investment committee?…