Your Money - Your Future
Lifestyle Changes?Back to News & Views
Alongside the changes we are all living by on a daily basis, for a number of us, it gives us the opportunity to do some of those things that we haven't 'got round to'
Why not take this opportunity to look at:
Wills - Do you have one? Is it up to date? Everybody should have a Will, but less than 50% of people do! Why not take this opportunity to get this sorted? Our Estate Planning Consultants are able to take your instructions remotely and discuss you options and answer your queries by telephone or email.
Lasting Powers of Attorney (LPA) - These documents are vital in ensuring that your estate, both in terms of Property and Financial Affairs as well as your Health and Welfare can be managed and anctioned in the way that YOU want. The documents are easy to process and all families should explore how to put them in place should someone become incapacitated - they really do protect everyone's interests.
Pensions - Do you have a number of different pensions schemes? Are they being managed effectively? What about any frozen pension plans? Consolidating these older plans could have major benefits in your retirement planning.
Financial Planning - You could take this time to look at your overall financial position and look at ways of providing for you and your family both now, into your retirement and beyond.
Take this opportunity to speak to an Independent Financial Adviser such as Gemini, to keep you on the right financial path.