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Financial Lifestyle Planning - Home Page

Financial Lifestyle Planning, Leicester - Will Writers and Estate Planning offering advice Wills and Estate Planning and Power of Attorney

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Financial Lifestyle Planning - Home Page | planyourlife.co.uk Reviews
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Financial Lifestyle Planning, Leicester - Will Writers and Estate Planning offering advice Wills and Estate Planning and Power of Attorney
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1 Will Writing
2 Arranging your Affairs
3 Estate & Asset Preservation Planning
4 Wills
5 Making Legacies & Will Trusts
6 Pilot & Lifetime Trusts
7 Inheritance Tax Planning
8 Letters of Exclusion
9 Memorandum of Wishes
10 Advance Decisions (Living Wills)
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Financial Lifestyle Planning - Home Page | planyourlife.co.uk Reviews

https://planyourlife.co.uk

Financial Lifestyle Planning, Leicester - Will Writers and Estate Planning offering advice Wills and Estate Planning and Power of Attorney

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1

Financial Lifestyle Planning - Inheritance Tax

http://planyourlife.co.uk/Inheritance%20Tax.htm

Financial Lifestyle Planning Ltd. Will Writers and Estate Planning. Here { Inheritance Tax. Inheritance Tax has to be paid when you die on all assets (your estate) above a certain level set by the Government. Up to that level is known as the Nil Rate Band (NRB) and you are not taxed on it, above it you are taxed at 40% on all you own - your home, possessions, savings and investments and all your other assets. Financial Lifestyle Planning is an Associate Member of the Institue of Professional Will Writers.

2

Financial Lifestyle Planning - Why Plan

http://planyourlife.co.uk/Why%20Plan.htm

Financial Lifestyle Planning Ltd. Will Writers and Estate Planning. Here { Why Plan. Planning the future distribution of your estate, protecting your assets by making a Will and, when relevant, setting up a trust are some of the most important things that you will ever do. By protecting your hard earned wealth and putting your affairs in order you can make a great difference for those people who matter to you most and give yourself peace of mind. Long Term Care Issues. Living Wills (Advance Decision).

3

Financial Lifestyle Planning - Lasting Power of Attorney

http://planyourlife.co.uk/Lasting%20Power%20of%20Attorney.htm

Financial Lifestyle Planning Ltd. Will Writers and Estate Planning. Here {Lasting Powers of Attorney}. Lasting Power of Attorney. A Lasting Power of Attorney is an essential legal document which helps you protect your interests during your life. Many people consider it as important as a Will and see it as one of the final pieces in the process of planning and protecting their estate. Financial Lifestyle Planning is an Associate Member of the Institue of Professional Will Writers. IPW Code of Practice.

4

Financial Lifestyle Planning - About Us

http://planyourlife.co.uk/About%20Us.htm

Financial Lifestyle Planning Ltd. Will Writers and Estate Planning. Here { About Us. At Financial Lifestyle Planning. For your added peace of mind, we are part of a large group of like minded professional advisers working with Simply Legal and Associates Ltd. Simply Legal and Associates Ltd is a member of the Institute of Professional Will Writers and has consultants throughout the UK. Click here to see our brochure which details the services we offer. We provide advice on:. Pilot and Lifetime Trusts.

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Provident Solutions - Client Login Area

http://providentsolutions.co.uk/Treating%20Customers%20Fairly.htm

Wills and Estate Planning. Here {Treating Customers Fairly}. Treating Customers Fairly (TCF) is integral to our business practices. It is a core element in the way we behave and transact business, our commercial dealings always take full account of the principle of Treating Customers Fairly. We aim to provide full information to our clients covering the benefits, risks and costs of any recommended product or service provided. Authorised and Regulated by the Financial Conduct Authority. Client Log In Area.

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Provident Solutions - Inheritance Tax Calculator

http://providentsolutions.co.uk/Inheritance%20Tax%20Calculator.htm

Wills and Estate Planning. Here { Inheritance Tax Calculator. The Inheritance Tax Calculator on this page will give you an indication of your potential tax liability. Inheritance Taxation is a complex area and you should always take professional advice, should you wish to discuss this area in more detail please telephone us on 0116 2592371. Please enter the value of your assets and liabilities below:. Client Log In Area. Our Advice Service (PDF Print). News, Views, Blogs and Video Guides.

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Provident Solutions

http://providentsolutions.co.uk/Market%20Data.htm

Wills and Estate Planning. Here { FTSE 100. FTSE 100 Charts for; Today, The Last 3 Months, The Last 6 Months and The Last 12 Months. FTSE 100 over last 3 months. FTSE 100 over last 6 months. FTSE 100 over last 12 months. 8226; The above charts are information and are only indicative and should not be relied upon for investments purposes. 8226; The above charts are delayed by at least 15 minutes. 8226; The above charts are courtesy of Digital Look Digital Look. Client Log In Area. Wills and Estate Planning.

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Provident Solutions - Critical illness Cover

http://providentsolutions.co.uk/Critical%20Illness%20Cover.htm

Wills and Estate Planning. Here { Critical Illness Cover. So why do I need Critical Illness cover? We all probably understand the risk of 'dying t. 1 in 3 people develop cancer at sometime in their life. 1 in 4 males and 1 in 5 females will suffer a serious illness before retirement. Around 120,000 people have Parkinson's Disease and 1 in 7 are under 40 when diagnosed. Coronary Heart Disease is responsible for 12% of all working days lost through sickness. What does Critical Illness cover provide? Critic...

providentsolutions.co.uk providentsolutions.co.uk

Provident Solutions - Life Assurance

http://providentsolutions.co.uk/Life%20Assurance.htm

Wills and Estate Planning. So why do I need Life Assurance? It couldn't happen to me - could it? Chance of dying within the next 12 months. 1 in 1,905. 1 in 1,449. Source: National Statistics Deaths; Ages and Sex 2002. Some other interesting facts:. Every 5 minutes 6 people die. On average each year in the UK 620,000 people die. Almost 1,000 people lose a spouse through death each day. Just under 1 in 5 of male deaths occur between age 20 and 65. Income to be Replaced. Total Lump Sum Required. Actually t...

providentsolutions.co.uk providentsolutions.co.uk

Provident Solutions - About Us

http://providentsolutions.co.uk/About%20Us.htm

Wills and Estate Planning. Here { About Us. About Provident Solutions - click here for more details. Paul Smith our Managing Director is a Chartered Financial Planner. And holds the following qualifications in addition to the full Financial Planning Certificate:. AFPC - Advanced Financial Planning Certificate (CII). R01 - Financial Services, Regulation and Ethics (CII). DipPFS - Diploma in Financial Planning (PFS). CertPFS - Certificate in Financial Planning (PFS). G10 - Taxation and Trusts (CII). CF8 - ...

providentsolutions.co.uk providentsolutions.co.uk

Provident Solutions

http://providentsolutions.co.uk/Lifetime%20Financial%20Planning%20Service.htm

Wills and Estate Planning. Here Financial Planning Process. Our Lifetime Financial Planning Process. Helping you to achieve and maintain your desired financial lifestyle without running out of money! Ensure you put the rocks in first. They agreed that it was. Take care of the rocks first – the things that really matter. Set your priorities and goals in life. The rest is just sand. Do you know what your future may look like? Have you identified what is really important to you? To, rather than have. What d...

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Provident Solutions - Retirement Planning

http://providentsolutions.co.uk/Retirement%20Options.htm

Wills and Estate Planning. Here { Retirement Options. The ‘Freedom and Choice in Pensions’ legislation that came into force in April 2015 has dramatically changed and improved the options available to draw an income from your accumulated pension funds when you retire. You now have an infinite number of choices on how you use and enjoy your retirement savings, which is excellent news! There is an overwhelming about of information available that aims to provide you with an overview of the choices available...

providentsolutions.co.uk providentsolutions.co.uk

Provident Solutions - Retirement Planning

http://providentsolutions.co.uk/Investments%20Analysis.htm

Wills and Estate Planning. Here { Investments Analysis. Our service is to undertake a detailed analysis of your current investment arrangements in order to ensure the following:. They are as tax efficient as possible. The risk profile of your portfolio is in line with your desired level of risk. The portfolio is performing well against the most appropriate benchmark measure. The individual underlying funds are performing well against their peer group and defined benchmarks. Client Log In Area.

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Financial Lifestyle Planning - Home Page

Financial Lifestyle Planning Ltd. Will Writers and Estate Planning. Taking care of your future requires professional help. The right decisions now will:. Protect you and your wealth. Help benefit those you love. And give you peace of mind. Statistics indicate that around 70% of Britons do not have a will. This is bad news for their families and good news for the Treasury. Where there are no children, in England and Wales the spouse or partner can inherit a maximum of £450,000, with the balance agai...

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