FORWARD PLAN – Look after your family – BE FINANCIALLY FREE
(Avoid situations that can be very stressful and costly)
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner. Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 25 years and throughout this period we’ve developed many good friendships.
PENSIONS
There are many different types of UK pensions. While each aim to provide an income in retirement they work in different ways.
WILLS
Lets you decide what happens to your money, property and possessions after your death.
TRUSTS
A way of managing assets (money, investments, land or buildings) for people.
POWER OF ATTORNEY
You can help someone with their financial affairs or their personal welfare on a long-term basis.
GUARDIANSHIP ORDERS
Authorises a person to act and make decisions on behalf of an adult (over 16years) with incapacity.
FUNERAL PLANS
A way of paying for a future funeral today. Protecting yourself and family from rising costs.
EXECUTRY WORK
The administration of a deceased person’s estate. Including legal issues that should arise that require legal expertise.
INHERITANCE TAX PLANNING
Through careful planning, you can ensure that you take advantage of the tax-free allowance available.
MANY OTHER FINANCIAL SERVICES
Investing for capital growth or income
Let your money grow
