Mid - Life Planning Seminar
- Introduction
- Mortgages
Explanation of some of the types of mortgages available and issues to be aware of.
- Endowments
Presentation on how endowments work and the issues of shortfalls.
- Wills
Benefits of a Will and use with Estate Planning issues.
- Long Term Care
What you need to be aware of and what benefits.
- Inheritance Tax
The implications of Inheritance Tax to ones family estate and how to minimise this.
- Stakeholder Pensions
The advantages and disadvantages of Stakeholder pensions.
- Investing & Savings
Investment and Saving options including ISAs and other Tax efficient investments.
- Pensions Act 2004
Implications of the changes to pensions and the new limitations in Pensions as a result.
Also covers 'A' Day pension rule changes.
- Summary
Your home may be repossessed if you do not keep up repayments on your
mortgage.
The Financial Services Authority does not regulate Taxation and Trust
advice and Will Writing.
Back to main seminar page
|
