Making a will helps ensure your wishes are followed and can make things much easier for the people you leave behind.
In around 11 minutes, this box set explains the benefits of having a will, what can happen if you don’t have one, and some of the important decisions involved in writing or updating your will.
The videos also explain the rules of intestacy and how these rules can differ across the UK.
Many people are unsure how much State Pension they’ll receive or when they can claim it. This box set helps explain the basics in a clear and simple way.
The videos cover topics such as State Pension age, how your entitlement is calculated, and how gaps in your National Insurance record could affect your payments. You’ll also learn how to check your State Pension forecast online.
Whether retirement is close or still years away, this box set can help you better understand an important source of retirement income.
Life can change unexpectedly, and this box set helps you understand how different types of protection insurance can provide financial support during difficult times.
In around 10 minutes, the videos explain life insurance, critical illness cover, and income protection in a simple and practical way. You’ll learn how these policies can help protect your family, income, and lifestyle if the unexpected happens.
The content is designed to help you understand the importance of financial protection and the options available to you.
Designed as a straightforward introduction to pension freedoms, this box set explains the main options available when accessing a defined contribution pension.
The videos cover drawdown, annuities, lump sums, taking your full pension pot, and leaving your pension invested. It also explains how tax works on pension withdrawals and highlights the risks of pension scams.
It’s ideal if you want a quick, easy-to-understand summary before exploring your options in more detail.
If you’re approaching retirement or thinking about accessing your pension, this box set provides a clear and balanced overview of your pension freedom options.
Through a series of short videos, you’ll learn about drawdown, annuities, taking lump sums, leaving your pension invested, or withdrawing everything at once. The videos also explain how pension withdrawals are taxed and how to spot and avoid pension scams.
You can also explore more detailed videos covering topics such as debt, state benefits, and real-life case studies to help bring the options to life.
If you haven’t set up a Lasting Power of Attorney (LPA), this box set gently explains the benefits of having one in place and the important things to consider before making arrangements.
In under 10 minutes, the videos explain how an LPA allows someone you trust to make decisions on your behalf if you become unable to do so yourself.
The content is designed to make a sensitive topic easier to understand and can also be shared with family members or trusted friends.
If you have a final salary (defined benefit) pension and are thinking about transferring it, this box set helps you understand the pros, cons, and risks involved.
The videos explain the valuable benefits these pensions can provide, as well as what you may gain — and potentially give up — if you choose to transfer. Topics include retirement income, tax, flexibility, risks, dependants’ benefits, and what happens when you die.
The content is impartial, easy to understand, and designed to help you make a more informed decision about an important financial choice.
If you’re considering releasing equity from your home, this box set provides a simple and balanced introduction to how it works and what you should think about before making a decision.
Across 10 short videos, you’ll learn about the different types of equity release, how much money you may be able to access, who is eligible, and the possible impact on things like inheritance and benefits.
The videos also look at alternatives to equity release and explain some of the long-term implications, helping you decide whether it could be right for you and your family.
If you’re already taking money from your pension through drawdown, this video box set explains the key things you should review regularly to help make your retirement income last.
The videos cover important topics such as investment risk, tax, changing income needs, and what could happen if circumstances change later in retirement. It also explains some of the risks involved, including running out of money too soon.
Designed to be clear and easy to follow, the box set can help you feel more confident ahead of a retirement review meeting and support better conversations about your long-term plans.
If you own a business or play a key role in one, this box set helps you understand the financial risks your business could face if an owner, director, or important employee becomes seriously ill or dies.
In around 10 minutes, you’ll learn how different types of business protection insurance can help your business continue running during difficult times. The videos explain things clearly and simply, helping you understand the options available and why planning ahead can make a big difference.
Whether you run a small business, partnership, or larger company, this box set is designed to help you feel more informed and prepared.
We can help you to ensure that your wealth is passed on to the next generation in the most cost-effective way, and work with you to manage your Inheritance Tax bill.
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