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Financial Planning Blog

Discover more from the Pen-Life experts, thought leaders in inheritance tax advice, pensions planning and long term care, on our financial planning blog.

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Wealth Management for Ordinary People – How to Invest £25,000, £50,000 or £500,000 [FLIP BOOK]

 
wealth management for ordinary people

What is wealth management? It sounds like something that only the super-rich need to worry about, but it’s not. So, to set the record straight once and for all here’s a quick definition for you of what wealth management is: it’s managing wealth. There, glad we cleared that one up. Seriously though, it just means financial planning and investment management – something that everyone should be thinking about no matter how much money they’ve got.

Do I Need a Financial Advisor to Get a Mortgage? [FLIP BOOK]

 
Do I Need a Financial Advisor to Get a Mortgage?

Getting a mortgage is probably the biggest financial investment that you will make; unless of course you’ve got an expensive habit of investing in race horses.

Sort Your Life Out!

 
Sort Your Life Out!

Have you been meaning to save more money but still not got round to comparing those savings accounts?

Money Map: Where Should I Be at My Age? [INFOGRAPHIC]

 
Money Map: Where Should I Be at My Age?

A rough guide to what your finances should look like at each stage of your life.

Hands Off! Keeping the Taxman off Your Life Assurance is Simple... [SLIDESHARE]

 
Hands off! Keeping the taxman off your life assurance is simple thumbnai

Putting your life assurance in trust guarantees that your family get all of it and the taxman none of it.

How Do You Regard Equity Release as a Course of Action for Yourself/Your Family? [POLL]

 
PenLife Poll

Poll: What Do You Think About Financial Provision for Care Home Costs?

Equity Release

 
Equity Release

How to release money from the value of your home

Eight Types of Insurance You MUST Consider...

 
Eight types of insurance

Can you afford not to be protected?

1 in 4 of Us Will Need Long-term Care — Are You Prepared?

 
1 in 4 of Us Will Need Long-term Care — Are You Prepared?

Financial planning for retirement

Our Readers Have Spoken! Here’s Where You Should Be (Financially) at Your Age... [INFOGRAPHIC]

 
Our Readers Have Spoken! Here’s Where You Should Be (Financially) at Your Age...

Do you worry that you’re not financially where you should be at your age? Find out what our readers think...

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