May 2019 - Page 2 of 3 - Libertas Wealth Management

Why silence isn’t necessarily bliss

by libertas2019 on May 1, 2019

Over six million adults refuse to discuss their will with loved ones

Making a will is very important if you care what happens to your money and your belongings after you die, and most of us do. But have you tried to talk with your parents about their will? If that conversation isn’t happening, you’re not alone.

Dreaming of escaping a working life for retirement?

by libertas2019 on May 1, 2019

Getting your date right will help your plans stay on target

Some people will have set their retirement date when they were in their 20s or 30s and a great deal will have changed since then, including their state pension age and perhaps their career plans.

Disclaimer: The information provided in our website blogs is accurate and up-to-date at the time of writing. However, please be aware that legislative changes and updates may occur after the publication date, which could potentially impact the accuracy of the information provided. We encourage readers to verify the current status of laws, regulations, and guidelines relevant to their specific circumstances. We do not assume any responsibility for inaccuracies or omissions that may arise due to changes in legislation or other factors beyond our control.

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Life insurance options

When it comes to your life insurance, you’ve got options

If you want to continue to make sure your family are looked in the event of your premature death, then you should consider your life insurance options. Life is complicated and can be unpredictable, so it’s important that you assess which different types of life insurance match your requirements.

Lasting Power of Attorney

Making decisions on your behalf during your lifetime

Tracing a lost pension

Nearly £20 billion unclaimed money and growing

The scale of the UK’s lost pensions mountain has been exposed by the largest study yet on the subject[1]. The Pensions Policy Institute surveyed firms representing about 50% of the private defined contribution pensions market[2].

Do your numbers add up?

Tax-efficient ways to fund the next generation

Why silence isn’t necessarily bliss

Over six million adults refuse to discuss their will with loved ones

Making a will is very important if you care what happens to your money and your belongings after you die, and most of us do. But have you tried to talk with your parents about their will? If that conversation isn’t happening, you’re not alone.

Dreaming of escaping a working life for retirement?

Getting your date right will help your plans stay on target

Some people will have set their retirement date when they were in their 20s or 30s and a great deal will have changed since then, including their state pension age and perhaps their career plans.

Life insurance

Providing a financial safety net for your loved ones

Your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing of your wealth can help you get there. Whatever stage of life you’re at, we’ll help navigate you through the opportunities and challenges you may face.

Trusts

Protecting, preserving or ultimately distributing wealth

Retirement matters

Freedoms to gain accessing your pension pot

Changes to pension rules introduced in 2015 mean you’ve now greater access to your pension. It might seem like a far off prospect but knowing how you can access your pension pot can help you understand how best to build for the future you want.

Building a diverse portfolio

Time, patience and making informed decisions

Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether you have a lump sum to invest or want to invest regularly each month, it’s important to know your money is working hard for you.

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