What shall we discuss?

The advice topics listed below only begin to give you a sense of the breadth of often inter-related issues that financial planning encompasses:

- Investments and Savings

- Pensions, Pension Transfers and Retirement Planning

- Generating income in retirement

- Estate planning and inheritance tax mitigation

- Equity Release

- Long-term Care and other later life financial planning needs

- Financial protection for you and the family

- Residential Mortgages

- Lasting Powers of Attorney - their importance and the duties and responsibilities that come with them

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Estate Planning, Powers of Attorney and Inheritance Tax Planning is not regulated by the FCA.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Ashley Law Westerham, Suite 204, Brewery House, High Street, Westerham TN16 1RG​

01959 569503​

westerham@ashleylaw.co.uk

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