Healthy benefits included for you and your family? Little things that can make a big difference
Posted by Andrew_Smith on Wednesday 6th of September 2023
Healthy benefits included for you and your family?
Now those are some little things that can make a big difference.
Protection policies aren’t just there for when things go wrong. Many protection insurers include access to a range of health and wellbeing support services – and you don’t need to claim to be able to use them.
These services can make everyday life that little bit easier. From knowing you can have immediate professional support if your child falls ill, to having the tools to keep tabs on your health, these se...
Is it better to gift a property or leave it in your will?
Posted by Andrew_Smith on Thursday 13th of July 2023
The pros and cons of both to give you an idea of the kind of things you’ll need to consider.
Is it better to gift a property or leave it in your will?
Before passing away, Maggie gifted her house worth more than £700,000 to her son Bruce but still remained living there, paying a token amount of rent. Nine years later, following Maggie’s death, Bruce was surprised to be landed with an inheritance tax bill for the property.
What did Maggie do wrong?
Maggie knew if she died within seven years of gifting Bruce her house that he may well en...
UK rates could rise further in face of stubborn inflation
Posted by Andrew_Smith on Tuesday 6th of June 2023
Making your retirement savings last a lifetime
Posted by Andrew_Smith on Tuesday 4th of April 2023
To help ensure a sustainable income, you first need to understand how much you’ll need to live on.
- On the go – during the early stages of retirement, there’s a strong likelihood that you’ll spend more on travel, hobbies, or home improvements
- Slowing down – while you may be slightly less active, you’re still busy with hobbies, but you may be less inclined to long-haul travel
- Coming to a stop – in later life, your mobility may be more limited, and you may require care.
Structuring a sustainable income
The most efficient retirement in...