Financial
Advice and experience to help you support and protect your parents and their rights.
The Costs Most People Don’t Plan for as they Age
Collaborative Post No one can realistically budget perfectly for living costs as they get older. With inflation and the changing geopolitical climate, as well as unforeseen health issues, the actual sum of money you’ll need to live a more comfortable life once you hit your 60s, 70s and beyond can be tricky to pinpoint. However, […]
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Helping parents make confident long-term financial decisions
Collaborative Post If your parents are getting older, you might want to do your part to make sure they’re financially stable and prepared for the future. But tackling these sensitive conversations requires both patience and preparation. By approaching it thoughtfully, you can help your parents plan their financial future and give your whole family some […]
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Easing the Stress of Buying or Selling a Home as an Older Person
Collaborative Post Buying a home is well-known for being stressful, but as you get older, this can be even more true. If you’re buying or selling a home, it’s likely been a while since you went through this process, meaning a lot of things may have changed. But just because something is stressful doesn’t mean […]
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How to Manage Overseas Assets After A Loved One Passes Away
Collaborative Post The loss of a loved one is always difficult. When that loss is complicated by overseas property, bank accounts, investments, or company shares, the legal and administrative burden can feel overwhelming. Many families are surprised to discover that assets located in another jurisdiction cannot simply be accessed using a local grant of probate. […]
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Setting up a business after 65 – some essential advice
Collaborative Post Starting a business over the age of 65 can feel challenging. The term “grayprepreneurship” is often thrown around for seniors who get into starting businesses. But what do you really need to do to make it a success as you’re getting older? Obviously you’re going to have to work in a different way […]
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Why silver marriages are important for inheritance tax planning and pensions
We hear much about silver splitters – couples who reach retirement age and realise that they don’t wish to spend their remaining years together. For some of those splitters, the new future involves a new partner. But while the original couple may have been planning pension provisions for most of their working lives, the change […]
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Can energy providers help us stay warm this winter?
It’s early January and it’s cold here in the UK. Nothing compared to other parts of the world, but we struggle with dealing with it because we have to be prepared for all sorts of weather. Only a few months ago we were wilting under higher than normal temperatures, followed by weeks of downpours. So […]
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Financial Planning in your 50s and Beyond, Building Security for the Years Ahead
Collaborative Post Getting older changes the way you look at money. The focus changes from growing wealth to actually protecting it and making sure that it is going to last for many families. The years after 50 are when financial stability becomes even more important. You may be thinking about things like retirement, helping out […]
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Costs to Factor in When Buying a House
Collaborative Post Securing a mortgage and saving for a deposit are monumental achievements on your journey to homeownership. With the biggest financial hurdles seemingly cleared, you might feel ready to start browsing for furniture. However, the final sale price is often just the starting point. A range of other essential, and sometimes surprising, costs emerge […]
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Are you prepared for the probate process?
Families and friends can face daunting challenges during the probate process, according to research recently carried out by The Estate Registry. While we might expect that there are well-oiled systems to help us through the probate system, this is generally not the case. Those seeking probate today are likely to be challenged by issues such […]
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