Plan My Finances
Financial planning for older age covers inheritance tax, trusts, retirement income for older age and funding of long term care.
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Equity release - careful consideration
Richard Martin explains the advantages of equity release, why it can be helpful, the need to do careful research and appoint the right adviser.Read more - Financial planning for older age
Ted Stevenson, Senior Partner with St. James's Place Partnership, wealth management specialists, outlines the areas where good financial planning and advice is necessary for the years ahead and after...Read more - Property Protection Trust
How a property protection trust can protect your property should you go into residential careRead more - Benefits of pre-paid funeral plans
Why you should consider taking out a pre-paid funeral plan. There are many benefits to you and your loved ones.Read more - Tax planning
Plan now to reduce the Inheritance Tax payable when you die.Read more - Paying for the funeral
Advice on paying for a funeral, and getting the best value for money at a time of stress and anxiety.Read more - Setting up a trust for a disabled loved one
Why you should consider setting up a trust fund to give financial support to a disabled loved one after your death.Read more
Advice
Survey
- Current Results
- 87%Yes
- 13%No (expect my close family to take responsibility)
- 87%Yes
