Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

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0800 074 8755
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Blog | Monthly Archives: January 2015

Acting as an Executor or thinking of appointing one?

Being asked to act as an Executor by a friend or member of the family can be flattering, as it shows they trust you to handle their financial affairs. But remember that by accepting you will have to take on a lot of responsibility.

Acting as a Trustee or thinking of appointing one?

Being asked to act as a Trustee by a friend or member of the family can be flattering, as it shows they trust you to handle their financial affairs. But remember that by accepting you will have to take on a lot of responsibility.

Protect your children’s inheritance from their subsequent divorce

Will your children’s inheritance finish up in the hands of a son or daughter-in-law you never really liked? Watch this interesting animation.

Protect your children’s future inheritance from bankruptcy

Could your children’s inheritance finish up in the hands of a bankruptcy administrator? Watch this interesting animation.

Generational Inheritance Tax – how to avoid it

Are you passing an Inheritance Tax problem down the generations? Watch this interesting animation.

Protect your children’s inheritance from future care costs

Will all your assets be expended on paying for future long term care so there will be nothing left for your children? Watch this interesting animation.

How to ensure YOUR family receives their inheritance

A common concern is that, following your death, your Partner remarries and your children’s inheritance finishes up with that new family. If this is a concern, watch this animation and then call me to discuss how an updated Will can help allay your fears.

Why use Clive Barwell for Wills, Trusts & Lasting Powers of Attorney?

I have been advising on Wills and Trusts since 1971 and I am a registered Trust & Estate Practitioner.

Understanding Risk – What does risk mean to you?

Balancing the risk you are willing to accept with the investment returns you need to meet your investment objectives will help determine which investments to choose.

Statement of Investment Principals

This “Statement of Investment Principles” outlines the eight key aspects of how I seek to invest and manage client’s money. I believe that these principles shape the advice I provide to meet long-term investment goals.

Accredited SOLLA Advsior