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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 way off to you right now, but thinking about get these in… read more

  • Blog
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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 75. And these numbers are expected to keep increasing with one in fi… read more

  • Blog
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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 to take stock of your finances and make resolutio… read more

  • Financial Advice
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Equity Release.....please release me?

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 you unlock a portion of your home’s value while s… read more

  • Blog
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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 to mind. And there are other things you know the value of instantly.… read more

  • Blog
Image for MORE THAN £5.2bn PAID IN INHERITANCE TAX – HOW CAN YOU CUT YOUR TAX BILL?

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 owe tax at 40% on anything above the £325,000 Inh… read more

  • Financial Advice
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