In short, a Power of Attorney is a legal document that allows someone to make decisions for you, or...
Author: Matthew Bond
Financial Planning
What is a Power of Attorney?
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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
Why is service so important?
I have recently needed to purchase a new car, a job that I have previously found to be enjoyable...
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Why is service so important?
I have recently needed to purchase a new car, a job that I have previously found to be enjoyable...
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...
