Life moments

Financial legacy and inheritance

The time may eventually come when your elderly parents or relatives need help managing their finances. As distressing as this thought might seem, planning ahead will help you cope. The articles below will give you a sense of what you need to consider.

Five reasons to write a will

Writing a will should be one of the cornerstones of your financial planning. Having one in place can provide valuable peace of mind that any property or assets you own will pass to who you want when you die.

How to set up a lasting power of attorney

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint someone else to make decisions on your behalf should you be unable to do so yourself as a result of an accident or illness. We explain what you need to know.

What is inheritance tax?

Inheritance tax (IHT) is a tax on your estate—in others words the money, possessions and property you leave behind when you die, although it's sometimes payable during your lifetime. However, HMRC rules mean that not all of your wealth with be liable. We explain what you need to know and how IHT works.

Learn the investment essentials

After you retire, you need to make sure you’re managing your savings effectively. One of the biggest challenges is working out what impact the pension tax rules will have on your income. The articles in this section will help you avoid making any costly mistakes.

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Already investing? Find out what else we offer and how to make your money work best for you.

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