Contact us

As people age, financial planning for families becomes ever more important. This guide tackles the best ways to stay financially fit as an older family member, including how to set up Wills and Powers of Attorney. It also offers some tips when it comes to dealing with someone else’s financial affairs following their death. Whilst these are emotive topics, forward planning can substantially reduce the administrative and financial challenges all families have to eventually face, including funding care costs and managing estate planning. 

 Nothing in these guides should be construed as investment advice, financial advice, tax advice or as a comment on the suitability of any investment or investment service.

How to plan for later life