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Lasting Power of Attorney
September 2019
Lasting power of attorney
Lasting Power of Attorney
September 2019
  Allowing someone to make decisions for you, or acting on your behalf A lasting power of attorney (LPA) enables individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for themselves. Without them, loved ones could be forced to endure a costly and lengthy process to obtain authority to act for an individual who has lost mental capacity. Read full article
Financial Planning
September 2019
What’s important to you?
Financial Planning
September 2019
  Reaching those milestones starts with setting clear financial goals We all have dreams for the future, and many of those dreams require money and planning to make them become a reality. Reaching those milestones starts with setting clear financial goals. Making decisions with a clear endpoint in mind can make it easier to achieve financial security and allow you to enjoy your life to the full, so we’ve put together this brief rundown to help you get closer to your goals today. Read full article
Investment
September 2019
Investing in a fund
Investment
September 2019
  Making the decisions about when to buy and sell assets There are many reasons to invest through a fund, rather than buying assets on your own. At a basic level, investing in a fund means having a professional fund manager make investment decisions on behalf of the investor. Read full article
Retirement Planning
September 2019
The future of work is coming
Retirement Planning
September 2019
  Tangible benefits older workers bring to the workplace The days of an employee turning 65, getting a gold watch or carriage clock and being ushered into a new world of golf, retirement communities and early-bird specials are rapidly disappearing. People are living longer, and organisations are shifting their attitudes toward older workers as a result. Read full article
Pensions
September 2019
Show me the money
Pensions
September 2019
  Turning pensions into money you can use Today, you’ve got a number of options and permutations available when it comes to what to do with your pension in retirement. But lots of choice can also mean increased confusion. Read full article
Trusts
September 2019
Trusts
Trusts
September 2019
  How to give away your wealth and keep some control Trusts are not a one-size-fits-all solution, but they are incredibly useful for protecting and giving you control over your assets. Appropriate trusts can be used for minimising or mitigating Inheritance Tax estate taxes, and they can offer other benefits as part of an integrated and coordinated approach to managing wealth. Read full article
Estate Planning
September 2019
Making a Will
Estate Planning
September 2019
  Secure more of your wealth for your loved ones If a person wants to be sure their wishes will be met after they die, then it’s important to have a Will. A Will is the only way to make sure savings and possessions forming an estate go to the people and causes that the person cares about. Unmarried partners, including same-sex couples who don’t have a registered civil partnership, have no right to inherit if there is no Will. Another of the main reasons for drawing up a Will is to mitigate a potential Inheritance Tax liability. Read full article
Retirement Planning
September 2019
Economically active
Retirement Planning
September 2019
  Why longevity also brings with it some unique financial challenges Statistics clearly show that Britons are living longer. While a long life can be a good thing, longevity also brings with it some unique financial challenges. Our ageing population is drastically altering the economic landscape of the UK, the latest figures from the Office for National Statistics (ONS) have indicated. Read full article
Pensions
September 2019
Pension scammers: spot the warning signs
Pensions
September 2019
  Don’t lose your life savings or be persuaded to invest in high-risk schemes Don’t let scammers enjoy your hard-earned pension proceeds. Anyone can be the victim of a pension scam, no matter how savvy they think they are. It’s important that everyone can spot the warning signs. Read full article
Investment
August 2019
Understanding investment risk
Investment
August 2019
  Informed decisions to improve your chances of achieving your financial goals If you want to plan for your financial future, it helps to understand risk. If you understand the risks associated with investing and you know how much risk you are comfortable taking, you can make informed decisions and improve your chances of achieving your goals. Read full article