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.
- 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
or Will Writing.
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