Lee Summers’ Post

View profile for Lee Summers, graphic

Senior Commercial Banker at Arbuthnot Latham & Co., Ltd specialising in Law Firms/Credit Unions/Insolvency Practioners//Professional Services Firms

Did you know? Only 14% of people talk to their children or grandchildren about money and inheritance on a regular basis. Additionally, fewer than 30% have taken measures to mitigate inheritance tax. It is time to change that! Arbuthnot Latham’s latest report dives deep into these statistics, offering actionable insights and solutions to empower you on your financial journey. Do not let uncertainty hold you back – download your copy now and join us in shaping a brighter financial future! Download here: https://lnkd.in/ekVbRXmM #helpingyougofurther #financialwellbeing #privatebanking #wealthplanning #inheritance #financialplanning   Did you know? Nearly 90% of people share worries about the economy, yet only 30% consider discussing their financial concerns with their bank during significant life events. It is time to change that! Arbuthnot Latham’s latest report dives deep into these statistics, offering actionable insights and solutions to empower you on your financial journey. Do not let uncertainty hold you back – download your copy now and join us in shaping a brighter financial future! Download here: https://lnkd.in/ekVbRXmM #helpingyougofurther #financialwellbeing #privatebanking #wealthplanning #financialplanning   Are you curious about the financial pulse of the nation? Arbuthnot Latham’s latest report delves deep into the numbers, revealing eye-opening statistics that shed light on the state of financial wellbeing. With nearly 90% of respondents expressing concern about the economy and only 30% feeling supported by their financial services providers, it is clear there is work to be done. Do not let uncertainty hold you back – download your copy now and join us in shaping a brighter financial future! Download here: https://lnkd.in/ekVbRXmM #helpingyougofurther #financialwellbeing #privatebanking #wealthplanning #financialplanning Arbuthnot Latham #Professionals

Financial Wellbeing Report 2024 | Arbuthnot Latham

Financial Wellbeing Report 2024 | Arbuthnot Latham

arbuthnotlatham.co.uk

To view or add a comment, sign in

Explore topics