by Colin Chalker | Nov 13, 2023 | Plan Well, Tips & Advice
Many underestimate the true extent of care home costs and fail to plan for them adequately. However, a comprehensive wealth strategy can provide essential financial preparedness for long-term care. In England, individuals with assets worth more than £23,250 are...
by Colin Chalker | Oct 2, 2023 | Live Happy, Plan Well, Tips & Advice
When it comes to retirement priorities, financial security was emphasised by 94% of respondents, as they wanted to maintain their desired lifestyle. Spending quality time with family was important for 90% of participants, while affording necessary care and financing...
by Colin Chalker | Sep 4, 2023 | News, Plan Well
Onshore investment bonds typically carry a lower risk and contribute significantly to a well-rounded portfolio. Historically, numerous investors have opted for a 60% equities and 40% bonds split in their portfolios, as these two assets often (keep in mind, not always)...
by Colin Chalker | Aug 10, 2023 | Plan Well, Tips & Advice
To make an informed decision, it’s essential to understand the differences between the two and assess your risk tolerance, investment goals, and time horizon. Bonds Bonds are fixed-income securities governments, corporations, or other entities issued to raise...
by Colin Chalker | Jul 9, 2023 | Plan Well, Tips & Advice
It is critical to consider the potential consequences of not having a Lasting Power of Attorney (LPA) in place. Many people assume that their loved ones or close relatives will automatically have the authority to make decisions on their behalf. However, this is not...
