Pensions

What are “final wishes” and how do I make them?
15th January 2020

When you hear the term or phrase “final wishes”, this is often in reference to what someone would like to happen in the event of their death. Wishes that they hope their family or loved ones will honor and follow.

It may not be a legally binding document, but at a minimum, it is a statement of your wishes and other information which will be known.

So, what should you record and how can you do it? Our blog discusses…

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death  / funeral  / guardian  / Inheritance  / Pensions  / Tax  / will

New Year, New Laws: Will potential changes affect you?
6th January 2020

Happy New Year! With 2020 in full flow, we want to draw your attention to various ‘private members bills’ which will be making their way through the House of Lords, between now and February 5th.

There is a total of 84 (potential) bills to be discussed, including: changes to pensions, cohabiting, inheritance tax and assisted dying; to name a few.

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death  / Inheritance  / Pensions  / Tax  / will

Planning for care in later life…
23rd October 2019

Clearly, we are an ageing society and parts of the care system are already struggling under pressure.

It seems even more pertinent that we should be talking more and planning for later life…

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death  / funeral  / guardian  / Inheritance  / Pensions  / Tax  / will

A Death Checklist: Part Two
9th October 2019

Death; a subject we don’t like to talk about. Not only does death cause emotional grief, it can also create stress and additional financial tragedies if not planned for properly.

This is PART 2 of our ‘death checklist’ of things to consider when planning ahead.

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death  / funeral  / guardian  / Inheritance  / Pensions  / Tax  / will

A Death Checklist: Part One
1st October 2019

Death; a subject we don’t like to talk about. Not only does death cause emotional grief, it can also create stress and additional financial tragedies if not planned for properly.

We have compiled a ‘death checklist’ (for want of a better phrase) of things to consider when planning ahead. These include making a will, setting up an LPA, planning your funeral, organ donation and much more. We will cover this in a two-part blog. Below is part one!

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Over-50s’ Plans: Waste of Money or Worth Every Penny?
9th September 2019

Insurance plans aren’t always as simple as they are made out to be.

Are they any better than a standard insurance policy and will they pay out more than you pay in? 

We explore…

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Keep Track of Pensions & Investments: How to Find Forgotten Money!
16th July 2019

Whether changing jobs is through choice (as better opportunities present themselves), or the change is through redundancy; spending your whole career in one place is now considered unusual.

As people move jobs, they can leave behind pension funds and often even forget about them altogether. With 10 million auto-enrolled in workplace pensions, the issue is getting more apparent.

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death  / Inheritance  / Pensions  / will  / work