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Oct 8, 2025

Why Should You Make a Will? Top Reasons for Protecting Your Legacy 

Having a will that is kept up-to-date is vital if your assets are to be given to the people you want them to after you pass away. There are important reasons to make a will, as it protects your legacy and ensures your wishes are followed after you pass away. Not having a will in […]
21 min
Sep 17, 2025

Funding Private Healthcare with Equity Release 

If you're waiting at the back of a long NHS queue at the moment but don't have the income or savings to fund a private operation, and you own your own home and are over 55 years of age, you may wish to consider equity release.
14 min
Sep 5, 2025

Should You Change EPA to LPA? Everything you need to know 

If you set up an Enduring Power of Attorney (EPA) before 2007, you may be wondering whether it’s time to update it to a Lasting Power of Attorney (LPA).   While EPAs are still legally valid, they have clear limitations compared to LPAs, which now represent the legal standard. Deciding whether to switch depends on your […]
11 min
Aug 26, 2025

Combating the Cost of Living with Equity Release

In the past, retirement was seen as a phase of life where hard working men and women could sit back, relax and reap the rewards of a lifetime of employment. But due mainly to increasing costs of living, the reality is that many hardworking people face a totally different situation.
13 min
Oct 31, 2023

How Does Equity Release Factor Into Retirement Planning?

Own a property, but require additional retirement income or savings? Equity release could be a viable choice for your retirement plans. Read on, to understand how equity release works in the context of retirement. How do I tap into home equity in retirement? There are two primary methods to consider: 1. a lifetime mortgage, and […]
4 min
Oct 17, 2023

A 101 Guide To Later Life Planning With Equity Release

Taking out equity release is a big decision. There’s a lot to consider, so understanding how equity may affect your tax, benefits or state pension is important, prior to committing to a plan. In this article, we’ll explore six different topics that we hope will answer any questions you may have.
11 min
Oct 9, 2023

What Does Retirement Look Like Now Vs 50 Years Ago

Over the past 50 years, the retirement and living landscape in the UK has seen significant changes. Single-person households have doubled, contributing to increased loneliness. Life expectancy has risen, with adjustments in retirement age and pensions.  Retired households have higher incomes, whilst the cost of living has increased substantially. Modern comforts like central heating and […]
8 min
Jul 10, 2023

The importance of having an up-to-date will

Having a will that is kept up-to-date is vital if your assets are to be given to the people you want them to after you pass away. Not having a will in place, or not regularly updating it, can leave your estate in limbo and your loved ones without the assets you have worked hard […]
9 min
Jul 10, 2023

A guide to a lasting power of attorney

A lasting power of attorney (LPA) document allows you to legally appoint a person or people to manage your decision making should you be unable to make them yourself. This may be due to an illness or accident that leaves you without the mental capacity to decide what is best for you. Although it might […]
10 min