Category: Uncategorized

Whole-of-life insurance

Guaranteed tax-free payment whenever you die

Whole-of-life policies tend to offer the policyholder lifelong protection and are designed to give you a specified amount of cover for the whole of your life and pays out when you die.

Preparing for your upcoming retirement

Considering the practicalities of fulfilling your desired lifestyle

If you are aiming to retire within the next five years, its time to get into the mindset of considering the practicalities of fulfilling your desired lifestyle and making plans.

Bank of Mum and Dad

Innovative products to be created for would-be home owners

The Building Societies Association (BSA) have recently published a raft of recommendations as to how the mortgage industry can support the Bank of Mum and Dad in their endeavours to help first-time buyers onto the property ladder.

New tax year

The key changes you need to know

You want to pay the minimum amount of tax legally possible. We want that for you, too. The 2019/20 tax year started on 6 April and in general taxpayers will have more money in their pocket after increases to allowances came into force, but there are a few losers, in particular those selling shares and buy-to-let landlords.

Long-term care insurance

Meeting the cost of residential and nursing care in old age

Long-term care insurance provides the financial support you need if you have to pay for care assistance for yourself or a loved one. It involves a variety of services designed to meet a person’s health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities on their own.