Financial Planning

Does how I own my house impact on any long-term care support I may receive?

When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...


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Does how I own my house impact on any long-term care support I may receive?

When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...

Financial Planning

Planning for long-term care

Whether the need is care at home or moving in to residential care there are many areas that require...


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Planning for long-term care

Whether the need is care at home or moving in to residential care there are many areas that require...

Financial Planning

Is the value of my house included in the Financial Assessment for the funding of Long Term Care?

This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...


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Is the value of my house included in the Financial Assessment for the funding of Long Term Care?

This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...

Financial Planning

Do I really need a Power of Attorney?

Whilst you may not think you ever will the simple answer to this question is yes. In my view,...


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Do I really need a Power of Attorney?

Whilst you may not think you ever will the simple answer to this question is yes. In my view,...

Financial Planning

Why is investment attitude to risk so important?

When looking to invest there are many considerations that need to be taken in to account. These include, when...


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Why is investment attitude to risk so important?

When looking to invest there are many considerations that need to be taken in to account. These include, when...

Financial Planning

How often should I review my finances?

In my view this is not a question that people ask themselves enough. I see potential clients who come...


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How often should I review my finances?

In my view this is not a question that people ask themselves enough. I see potential clients who come...

Financial Planning

How much do I need in retirement?

This is a question I frequently get asked, with the follow up question being how much do I need...


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How much do I need in retirement?

This is a question I frequently get asked, with the follow up question being how much do I need...

Financial Planning

Why wait until the end of the tax year? Avoid the last minute panic!

The end of another tax year has just passed and with this came the usual last minute pension and...


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Why wait until the end of the tax year? Avoid the last minute panic!

The end of another tax year has just passed and with this came the usual last minute pension and...

Financial Planning

The new tax free allowances aren’t quite as they seem and the importance of pension contributions

As the new tax year is fast approaching attention is turning towards the increase in allowances that will be...


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The new tax free allowances aren’t quite as they seem and the importance of pension contributions

As the new tax year is fast approaching attention is turning towards the increase in allowances that will be...

Financial Planning

Leaving a legacy from your pension

Did you know that pensions can be a fantastic inheritance tax planning tool? Due to changes in legislation your...


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Leaving a legacy from your pension

Did you know that pensions can be a fantastic inheritance tax planning tool? Due to changes in legislation your...