Many working over-50s believe their home will play a significant part in funding their retirement
Topic: Uncategorized
EU lawmakers change annuities for good
Men and women will have to be treated the
same when it comes to annuity rates
Passing on your wealth
How to make sure loved ones get your hard-earned money and not the taxman
Are you cheerful or fearful?
Where to invest your money now to cash in on recovery or fresh disaster
Boosting your child's inheritance by thousands
You need to take action while you’re still alive
Mind the wealth gap
The average 50-year-old believes they need another £50,000 in savings and investments, including pension and property equity, in order to feel financially secure, new research [1] from MetLife shows.
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Trust arrangements
Do you have control over what happens to your estate, both immediately after your death and for generations to come?
Following the changes introduced by the Finance Act 2006 trusts still remain an important estate planning mechanism. A trust arrangement can ensure that your wealth is properly managed and distributed after your death, so that it provides for the people who depend on you and is enjoyed by your heirs in the way you intend.
Term assurance
You can’t rely on always being there for those who depend on you
It’s essential to have the right sort of life assurance in place. You can’t rely on always being there for those who depend on you. There are various ways of providing for your family in the event of your premature death, but term assurance policies are the simplest and cheapest form of cover. The plans have no cash-in value or payments on survival as their design is limited to protecting your family. However, you could also use term assurance in relation to estate planning and for the payment of mortgages or other debts.
Could you be entitled to a higher level of retirement income?
If you have underlying health conditions you should talk to us
Nearly three quarters (72 per cent) of UK adults aged 55 and over are unaware that certain medical conditions could entitle them to a higher level of pension income through their annuity provider, according to research [1] from MGM Advantage.