Your Finances

​

 Being in control of your finances and knowing you have arrangements for the future is a great feeling and removes a lot of worry.

 

Have you asked yourself any of these questions…?

 

• Will my family have to pay inheritance tax when I die?

• Do I need a pension, or is my current pension working right for me?

• At what point should I set up a Will?

• How would my family cope if I wasn’t here?

• What is a Lasting Powers Of Attorney and should I have one?

• Should I set up a trust, or just leave my assets to my loved ones?

• Do you have a clear plan and goals for your business?

• Are your savings working as hard for you as they could be?

 

If you are looking for the answers to these questions, or just want to make sure you’re on the right track, now is the right time to act.

 

Contact me so we can have an informal chat about your circumstances and what help and advice you need

 

 

 

 

 

.