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...


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

Why use Capital Protection for an Immediate Needs Annuity and what are the advantages and disadvantages of doing so?

Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...


Why use Capital Protection for an Immediate Needs Annuity and what are the advantages and disadvantages of doing so?

Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...

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...


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

What is a Power of Attorney?

Matthew Bond looks at what a Power of Attorney is and also provides a brief outline as to the...


What is a Power of Attorney?

Matthew Bond looks at what a Power of Attorney is and also provides a brief outline as to the...

Financial Planning

What is a Power of Attorney?

In short, a Power of Attorney is a legal document that allows someone to make decisions for you, or...


What is a Power of Attorney?

In short, a Power of Attorney is a legal document that allows someone to make decisions for you, or...

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,...


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

Do I really need a Power of Attorney

Taking a brief look at what a Power of Attorney is and why it so important to have one...


Do I really need a Power of Attorney

Taking a brief look at what a Power of Attorney is and why it so important to have one...

Financial Planning

How Wingate model financial shocks (video)

Matthew Bond explains how we take an overview of an individual’s situation in preparing a robust financial plan. ...


How Wingate model financial shocks (video)

Matthew Bond explains how we take an overview of an individual’s situation in preparing a robust financial plan. ...

Financial Planning Financial Advice

Why is an LPA important when in drawdown?

Why is a financial Power of Attorney particularly important when in income drawdown? I have previously written about why...


Why is an LPA important when in drawdown?

Why is a financial Power of Attorney particularly important when in income drawdown? I have previously written about why...

Financial Planning

What is later life planning?

What is later life planning? People seek financial advice with the general objective of securing their financial future. Some...


What is later life planning?

What is later life planning? People seek financial advice with the general objective of securing their financial future. Some...

Financial Planning

Features and Operation of the NHS Funded Nursing Care Contribution

Features and Operation of the NHS Funded Nursing Care Contribution? When looking at care fee planning it can be...


Features and Operation of the NHS Funded Nursing Care Contribution

Features and Operation of the NHS Funded Nursing Care Contribution? When looking at care fee planning it can be...

Financial Planning

Why are taking pension benefits so confusing?

Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...


Why are taking pension benefits so confusing?

Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...