Planning for the inevitable
As you age, making sure your affairs are in order will help ease the burden on your loved ones when you are gone. Ensuring you have a complete and up-to-date…
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Approaching Retirement?
If you are approaching retirement, you’ll want to take stock of what you can expect to receive in pensions. If you haven’t received a State Pension forecast, ask for one…
Ways To Help Reduce Inheritance Tax
In the event of a person’s death, their estate (such as money, possessions and their share of any property) is usually passed onto beneficiaries. Inheritance Tax (IHT) may be paid…
Four Ways To Fund & Plan For Your Long Term Care
As medicines and quality of life continue to improve, so do our chances of living longer. However, this, in turn, leads to an increase in the need for long-term care.…
The Key To Planning For Later Life Is Sooner Rather Than Later
Beyond pension provision, there is much to consider when planning for later life; so the key is to do it sooner rather than later. Many of us have aspirations of…
Savings & Investments: Things To Know
Actively putting money aside to save for the future, or to help on a rainy day, is something everyone should be doing. But when it comes to the best way…
Financial Advice For Retirement
After many long years of hard work and dedication, when the time eventually comes to hang up your hat, you want to be assured of a comfortable life ahead of…
A Guide To Planning & Paying For Long Term Care
Nowadays, people are living longer, thanks to improvements in medicine and the fact that people are experiencing a better quality of life. Whilst this is highly positive to hear, it…
Five Tips On How To Find A Reliable Financial Adviser
When it comes to reviewing your finances, understanding what is out there can seem like a daunting task. That is why it is good practice to have a financial adviser…
Investment Market Updates In Light Of Russia’s War On Ukraine
Against expectations, last week, President Vladimir Putin launched an attack on Ukraine, shocking the world and ending 50 years of political understanding that large scale land war is no longer…
Portland Financial Planning Becomes Cyber Security Certified
It is an unfortunate fact that, nowadays, scammers and fraudsters are very much “at large”, using a variety of methods to con and obtain information on people. The internet has…
Three Important Things To Consider To Prepare Your Estate
We’re all guilty of procrastinating from time to time. And one thing that regularly gets “put off” is making arrangements for what will happen to your estate after you pass…