Mulberry Wealth Management Summer Newsletter

YOUR WINDOW ON FINANCIAL MATTERS
INSIDE THIS ISSUE

• Trusts – not just the preserve of the rich and famous
• Gifting money for a deposit – what you need to know
• Transfers of wealth – who gets what?
• Inheritance tax – frequently-asked questions
• Beware of scammers impersonating HMRC
• Worryingly, 68% of retirees don’t take advice

Download the PDF here:

Summer Newsletter August 2019