have your dream and then make it happen!
your whole financial security is a subject that may well arise at the time you
are considering making some important changes in your life such as a new
job or arranging a mortgage. It is an opportunity to have
a good look at all your finances from time to time which may well lead you onto thinking of
the importance of making a will if you haven't already. There are numerous independent
financial advisers who can help you and many will give their advice free
of charge, knowing that they are building up good will and potential
business for the future.
Lifestyle changes should come with
organisation and planning and then you may be able to achieve more than you think
sooner than you thought! The review of your finances may be an
eye-opening time for you and might take longer than predicted, so start
the ball rolling early on. Beware that this procedure will create
questions for you and the true answers can be painful. Sometimes
may arise too when you have to make decisions about 'jam now or jam
later'! You can change
your future, it's just knowing how!
You may find the following subjects typical topics for discussion:
Assurance for your family security
Cover for critical illnesses
planning for maximum retirement benefits
services for your business
protection for sickness or disability
needs for your family
fees planning, investment & savings opportunities
>Inheritance tax liabilities and their mitigation
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