1st November 2022

Is Equity Release a Good Idea?

Written by Sam
Posted in Equity Release, Lifestyle, Mortgages, Property, Retirement

Early last month, City AM had a dramatic headline: ‘Cash-strapped homeowners turn their properties into personal cash machines.’ They reported that equity release was ‘booming’,… Read More

25th August 2022

Will my partner inherit everything if I die without a Will?

Written by Sam
Posted in Property, Protection, Retirement, Wills & Trusts

Couples who live together but aren’t married sometimes refer to their partner as their common law partner. But what does that actually mean in legal… Read More

31st March 2022

Do I Really Need to Make a Will?

Written by Sam
Posted in Equity Release, Lifestyle, Mental Health & Wellbeing, Property, Protection, Retirement, Wills & Trusts

What happens to your assets when you die? Doesn’t everything automatically go to your partner or spouse? Well, no, and this mistaken belief might explain… Read More

24th February 2022

Lasting Power Of Attorney: Why It’s An Issue You Can’t Ignore

Written by Sam
Posted in Equity Release, Lifestyle, Mental Health & Wellbeing, Property, Protection, Retirement

Ageing and death aren’t easy subjects to think about, but as we get older, they’re topics that it would be foolish to ignore. The average… Read More

16th September 2021

‘Flexible’ Careers will Increase the Need for Financial Planning

Written by Sam
Posted in COVID-19, Equity Release, First Time Buyers, Lifestyle, Markets, Mental Health & Wellbeing, Mortgages, Property, Retirement, Small Business

In days gone by, life was relatively simple. You left school or university, you found a job and barring moving away or your employer going… Read More

29th April 2021

Could using a pension reduce higher rate tax payments?

Written by Sam
Posted in Budget, Lifestyle, Retirement

At the beginning of March Chancellor Rishi Sunak presented his Budget. His aim: to chart a course out of the economic damage… Read More