Wills and Lasting Power of Attorney
These are two very different, but very important, documents when it comes to protecting your money in the future. The future might seem a long
What are your long-term care options?
According to Age Concern UK, as of 2019 there were almost 12 million people aged over 65 in the UK, with nearly half of these over
Boosting financial wellbeing
Boosting financial wellbeing is a perpetual resolution for many of us. Whatever your goals, the fresh beginning a new year brings is the perfect time
Equity Release…..please release me?
If you’re 55 or over, one of the ways you can get your hands on some extra cash is through equity-release. What this means is that
The value of advice
There are some things in life you can’t put a value on aren’t there? Your health and your family are just two examples that spring
MORE THAN £5.2bn PAID IN INHERITANCE TAX – HOW CAN YOU CUT YOUR TAX BILL?
Inheritance Tax (IHT) is paid if a person’s estate (their property, money and possessions) is worth more than £325,000 when they die. Your estate will
Financial wellbeing. What is it?
Health and wellbeing is, quite rightly, big news right now. We’re encouraged to eat healthily, take regular exercise, sleep properly, and focus on our mental
INTERGENERATIONAL WEALTH – WHY ITS GOOD TO TALK
In many families, having a frank discussion about wealth is something that’s a bit of a no-go area. Parents don’t always feel comfortable discussing money
MILLENNIALS NEED ENCOURAGEMENT TO KEEP SAVING
Research has shown that 23% of UK millennials don’t have any savings. The reason may lie in data from the Resolution Foundation Report (2), which
Giving family a helping hand
The growing need to provide financial assistance to the younger generation is a recurring theme in today’s society. How can parents or grandparents help younger
