Naming a Lasting Power of Attorney is something that we should all do. It’s something that can provide us with security if we’re unable to make decisions. While it’s often something that’s associated with being elderly, it’s just as important for younger generations to take this step too. A Power of Attorney gives someone you […]
When you’re looking forward to retirement, working out your life expectancy may not be something that’s on your mind. Instead, you’re likely to be planning how you’ll spend your time now you’ve reached the milestone. But life expectancy is an important part of retirement planning. Life expectancy is rising. And while pension age has increased […]
When we reach retirement age, we use a pension to create an income. But changes to working habits could make it far more complicated for today’s workers. As a result, actively managing pensions now is important. Employees today are likely to swap jobs frequently, to suit their lifestyle and career goals. It’s a trend that […]
If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term financial plan. The […]
It should come as no surprise that we believe financial advice adds real value to the lives of our clients. While the financial benefits of advice are often discussed, the value it can add in terms of wellbeing is sometimes overlooked but is just as valuable. The improvements to wellbeing that financial advice can offer […]
Each November, Talk Money Week takes place. It aims to get the nation talking about managing money, from discussing pocket money with children to chatting about pensions. Money can be a taboo subject, even among families. But talking openly about money, financial goals and aspirations can help different generations make better decisions. Making talking about […]
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Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.
