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  • IHT

    I want my family, not the tax man, to inherit.

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    Pension

    I want my money to last as long as I do.

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    Investments

    I want my money to work as hard as I do.

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    Trusts

    I want to safeguard my family’s future.

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  • A little bit about…

    PenLife Associates

    Established for over 25 years, PenLife Associates Ltd is a firm of Independent Financial Advisers which provides independent, no-nonsense financial advice from Yorkshire. We advise private, corporate and trustee clients throughout the country on insurance, investments, pensions, long term care and inheritance tax.

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  • For a no-nonsense chat call 01904 661140 or…

  • What are people saying?

    Real words from real clients!
    • 'Thank-you for all the advice you gave me just at the right time. Everything is in place and the whole family is financially sound and settled. This couldn't have happened without your very well timed intervention and I can't thank you enough.'
    • 'If you want to feel totally confident and secure in the knowledge that your personal finances are in expert hands look no further. We know from our own experiences over 35 years Pen-Life are outstanding in all respects.'
  • From Our Blog

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    3 OF OUR ADVISERS IN THE TOP 250 IN THE COUNTRY!

    Anybody looking in the Sunday Times carefully enough last weekend would see that PenLife had not one but three advisers in...

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    INHERITANCE TAX PLANNING ‘NATURAL HUMAN INSTINCT THAT SHOULD BE ENCOURAGED’

    It seems my online course on Inheritance Tax couldn’t have come at a better time. Following on from the hoo-ha...

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    Don & Val Lee – An IHT Case Study

    Well, Inheritance Tax is certainly winding you all up as much as it does me judging from all your comments. ...

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    Tackling the great taboos: Death and Money

    I recently commissioned a survey on Inheritance Tax.  Over 95% of respondents agreed with me that Inheritance Tax is unfair. ...

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