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Estate Planning
August 2021
Leaving Your Legacy Behind
Estate Planning
August 2021
Considerations when making a Will. Thinking about death isn’t easy. Talking about it is even harder. The reality of our own mortality is a tough subject, but a discussion will ensure your assets are left to the right people. If… Read full article
Income Protection
August 2021
Protect Your Income To Help Your Plans Come True.
Income Protection
August 2021
Whatever you want to do, your health will be important, just like earning money. But ill health can happen to anyone, and one setback could jeopardise those plans. Income protection could provide you with an income if you’re… Read full article
Estate Planning
August 2021
Have You Made A Will Yet?
Estate Planning
August 2021
Recent research shows that as many as three in five UK adults have not yet made provisions. It’s important to make sure that after you die, your assets and possessions go to the people and organisations you choose, such as… Read full article
Fish Financial News
August 2021
More Fizz at Fish Financial!
Fish Financial News
August 2021
Champagne to celebrate exam success. Hearty congratulations to Fish Financial’s Margaret Smith on gaining her Certificate in Financial Services – pictured here having just received a well-deserved bottle of celebratory champagne, at our Gostrey House office in Farnham. This comes… Read full article
Lasting Power of Attorney
August 2021
Do You Need a Lasting Power of Attorney (LPA)?
Lasting Power of Attorney
August 2021
Taking control of decisions even in the event you can’t make them yourself. A Lasting Power of Attorney (LPA) enables individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for… Read full article
Inheritance Tax
August 2021
Increased net worth and rising mortality rates
Inheritance Tax
August 2021
The earlier you put plans in place the more options you may have With careful planning it may be possible to reduce significantly the need for your estate to pay Inheritance Tax. We spend a lifetime generating wealth and assets… Read full article
Trusts
August 2021
Bare Trusts
Trusts
August 2021
Held for the benefit of a specified beneficiary Bare Trusts are also known as ‘Absolute’ or ‘Fixed Interest Trusts’, and there can be subtle differences. The settlor – the person creating the Trust – makes a gift into the Trust… Read full article

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