Financial/Wealth Options
Sometimes it’s more than just a mortgage you will need help with, but don’t know quite where to start.
We’re here to help with that. Whether you have savings already and wanting to invest, or are needing a review on your financial position/pension/IHT planning - we’ve got you covered.
Working with various partners, we can support in the following areas:
Equity Release
‘Asset rich, cash poor’ - It’s a phase we hear and see a lot these days, and more so since the financial collapse of 2008, where house prices have rebounded incredibly well.
But how do you get to use the equity your sitting on? What are your options? And how can you start enjoying your retirement more?
Whether it’s funding a wedding for a grandchild, helping someone onto the property ladder, or simply looking to enjoy your retirement more with trips to all corners of the world - we could make it happen.
Inheritance Tax Planning
Thinking about our own futures and a future without us in it is hard to do, and something many of us avoid thinking about.
But what damage is this doing to our loved ones? How much more tax are you going to pay to the government when you pass? And could this be avoided? - Our business partners at David Auld & Co (a leading solicitor firm) can help answer these questions for you.
Talk to someone today and learn more about what you can do to protect your family.
Wills and Trusts
Inheritance Tax Planning is one things, but where the money goes is also part of the problem that’s left behind when you aren’t here.
A partner within David Auld & Co recently said: “You need to make sure your money is going to those who matter the most. Whether that’s family, or the cat and dog shelter, everyone should have a will in place.”
“There’s a misconception that wills are only for those ‘with money’ but reality is, if you own property, a car, savings in the bank - you need a will”
“Without anything in place, your assets/fortune may pass to the Crown.”
Will writing is a service provided through our business partners at David Auld & Co., a leading solicitor firm, supporting families around the UK.
Property Investment
It starts with an idea. For some you then remortgage and release equity. But then what? - Where is the best place to invest, where can you achieve rental yields greater than 5%?
If you’re serious about property and looking to invest in a long-term, sustainable project, with guaranteed yields - get in touch today.
We work alongside a property investment company who have secure higher than average yields, long-term, via guaranteed contracts.
Pensions
Have you had 4/5 jobs over your career, with multiple pension pots now sat there? - Are you a Director of a company looking to improve your pension offering or simply looking for support with auto-enrolment? - Or maybe you’re looking for a pension review to ensure your pension works harder for you.
We all want to ensure we have substantial funds into our retirement, but in reality, a large proportion of us do little other than contribute on a monthly basis. Could you be losing thousands at the point of retirement? Through our business partners we can help with this.