F&W Financial Solutions Ltd

 
F&W Financial Solutions Ltd

F& W Financial Solutions Limited
Independent Financial Solutions

 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.

 

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Each seminar can be delivered on site or at a convenient venue to attendees locations.

Please contact us for more details.

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