Preparing for your upcoming retirement

Posted on May 1, 2019 by - Uncategorized

Considering the practicalities of fulfilling your desired lifestyle

If you are aiming to retire within the next five years, its time to get into the mindset of considering the practicalities of fulfilling your desired lifestyle and making plans. (more…)

New tax year

Posted on May 1, 2019 by - Uncategorized

The key changes you need to know

You want to pay the minimum amount of tax legally possible. We want that for you, too. The 2019/20 tax year started on 6 April and in general taxpayers will have more money in their pocket after increases to allowances came into force, but there are a few losers, in particular those selling shares and buy-to-let landlords. (more…)

Long-term care insurance

Posted on May 1, 2019 by - Uncategorized

Meeting the cost of residential and nursing care in old age

Long-term care insurance provides the financial support you need if you have to pay for care assistance for yourself or a loved one. It involves a variety of services designed to meet a person’s health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities on their own. (more…)

Life insurance options

Posted on May 1, 2019 by - Uncategorized

When it comes to your life insurance, you’ve got options

If you want to continue to make sure your family are looked in the event of your premature death, then you should consider your life insurance options. Life is complicated and can be unpredictable, so it’s important that you assess which different types of life insurance match your requirements. (more…)

Lasting Power of Attorney

Posted on May 1, 2019 by - Uncategorized

Making decisions on your behalf during your lifetime

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people to make decisions on your behalf during your lifetime. The people you appoint to manage your affairs are called the ‘attorneys’. An LPA is a completely separate legal document to your Will, although many people put them in place at the same time as getting their will written, as part of wanting to plan for the future. (more…)