Navigating Living Longer

Tag Archives: Tax

IGWT – Inter-generational wealth transfer.

With a ‘drains up’ review of your finances complete you might well find yourself considering IGWT. For many this is one of the hardest transitions of their life. Up to this point their whole mantra has been wealth accumulation – making money, saving money and wealth accumulation activity. In a beat this all changes – […]

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One final misery….

My interest in longevity was peeked by a friend, a Chartered Surveyor who looked after large Scottish Estates. He shared a completely different way of thinking about life -where ‘family’ was more important than the individual and every member was ‘expected’ to do what they could for the common good. The Chinese express the same […]

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Me? retire? – but I’ve got a problem…

Baby ‘gloomers’ are reaching retirement age and many think they have a problem. Often they do, but not necessarily the problem they imagined. Baby ‘gloomers’ are the younger siblings that hang off the coattails of the Baby Boomer – they lack the brash confidence of their swinging sixties elders. For them ‘Free Love’ was replaced […]

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