With whispers in some quarters of the possibility of negative interest rates to help the economy, Jillian Thomas is joined by Justin Urquhart Stewart to see just what it could mean
Date Published: 20/10/2020 17:12Read More
In October many solicitors are offering to draw up a will for you in exchange for a donation to charity. Our financial planner Emma Baumback explains why you should take advantage of the offer.
Date Published: 16/10/2020 10:35Read More
Many of us are working from home, but are there some issues we should have thought of? Our director of operations Keeley Woodcock takes a look.
Date Published: 14/10/2020 14:53Read More
You may have seen the news last week about the state pension age rise to 66, but have you also seen the news about changes to when you can draw down other pensions? Our financial planner Emma Baumback explains the changes.
Date Published: 12/10/2020 11:35Read More
In the second of a series of videos, Jillian Thomas chats to Justin Urquhart Stewart about why financial planning is particularly important right now.
Date Published: 09/10/2020 11:42Read More
Emma Baumback and Jillian Thomas have been shortlisted in the Investment Week, Women in Investment Awards 2020
Date Published: 08/10/2020 09:34Read More
With fears of a second wave of coronavirus, September was not an easy month for the markets. We take a look at the detail around the world.
Date Published: 03/10/2020 10:11Read More
Now more than ever it is vital to keep on top of your finances, which is why we are supporting Financial Planning Week #FPWUK
Date Published: 01/10/2020 11:07Read More
In a new series of videos for Future Life Television, Jillian Thomas talks to Justin Urquhart Stewart about the chancellor's plans to save the economy.
Date Published: 29/09/2020 09:32Read More
We take a look at what was in Rishi Sunak's Winter Economy Plan and what it means for us and the wider economy.
Date Published: 27/09/2020 09:39Read More
Future Thoughts is a podcast series featuring the MD of Future Life Wealth Management and financial expert Jillian Thomas.
In the latest episode, Jillian considers the combined impact of Covid-19 and Brexit as she looks out over the Irish Sea.
Date Published: 25/09/2020 11:24Read More
In her latest blog, financial planner Emma Baumback looks at how our emotions can influence our financial plans.
Date Published: 23/09/2020 16:00Read More
Future Thoughts is a podcast series featuring the MD of Future Life Wealth Management and financial expert Jillian Thomas.
In her latest episode, Jillian says Covid-19 might have made some people take their head out of the sand and start planning their finances earlier.
Date Published: 21/09/2020 10:49Read More
Jillian Thomas is backing to a new charity which supports retired police dogs. In this video she talks to Dave Wardell and his police dog Finn (of BGT fame) about the Thin Blue Paw Foundation.
Date Published: 17/09/2020 11:43Read More
It has been a tough few months getting through lockdown, admits our director of operations Keeley Woodcock. But there have been some laughs along the way:
Date Published: 15/09/2020 10:31Read More
All this talk about how do we pay for Covid-19, but the issue of how do we pay for social care has not gone away, says Jillian Thomas.
Date Published: 11/09/2020 11:08Read More
Future Thoughts is a podcast series featuring the MD of Future Life Wealth Management and financial expert Jillian Thomas.
In her latest episode, Jillian urges us to start planning for tax changes that are likely next April.
Date Published: 09/09/2020 11:57Read More
Managing director Jillian Thomas has been shortlisted in the Entrepreneur of the Year category in the East Midlands Chamber Business Awards.
Date Published: 08/09/2020 10:23Read More
Financial planning is important in normal times, but with major changes to taxes expected to pay for the effects of Covid-19 it is absolutely vital, says Jillian Thomas.
Date Published: 03/09/2020 15:49Read More
August is usually called the 'silly season'; when nothing happens because everyone is on holiday and the media resorts to silly stories to fill the news bulletins and column inches. But this August is a bit different from others!
Date Published: 02/09/2020 14:43Read More
In her latest episode Jillian looks at how the impact of Covid-19 and Brexit mean planning our finances is more important than ever - and we should start that planning sooner rather than later.
Date Published: 02/09/2020 11:29Read More
In her latest blog financial planner Emma Baumback urges us to keep some of the good habits we have acquired in lockdown.
Date Published: 26/08/2020 11:34Read More
In a guest blog, Rosemary Banyard, manager of VT Downing Unique Opportunities Fund, says that the digital transformation of our lives is here to stay; even if we are a bit behind Estonia.
Date Published: 24/08/2020 13:07Read More
Jillian Thomas is urging businesses in Sheffield to get behind plans for a musical based in the city, which features music by a founding member of Simply Red. Here she explains why:
Date Published: 19/08/2020 15:35Read More
As these unprecedented times continue, Jillian Thomas makes a plea for us all to pull together
Date Published: 18/08/2020 13:05Read More
It's easy to allow your emotions to rule how you invest. Fear can make you want to sell when markets fall. And euphoria can make you want to buy when markets are rising. But you need to be rational when investing and not make rash decisions. Take a look at this cycle of investor emotions:
Date Published: 12/08/2020 13:56Read More
In July, we saw global tensions rise and world stock markets experience a varied month, as Covid-19 continues to have an impact on the global economy, accelerating changes that have been coming for some time.
Let’s look at the market news from July…
Date Published: 05/08/2020 11:37Read More
Jillian Thomas is urging people to spend more in their high street to help the local economy recover.
Date Published: 29/07/2020 14:52Read More
Financial planner Emma Baumback looks at why now it is more important than ever to draw up a Lasting Power of Attorney.
Date Published: 28/07/2020 10:12Read More
The lockdown has led to some strange changes in behaviour. Jillian Thomas considers whether we have allowed our Lizard brain to take over our investment and savings plans.
Date Published: 24/07/2020 14:47Read More
We all know our personalities differ, and now researchers believe we have different personalities when it comes to our attitude to money.
Date Published: 21/07/2020 15:44Read More
So what is the real value of a financial adviser? We take a look:
Date Published: 17/07/2020 11:05Read More
They do say, when the going gets tough, the tough get going. Jillian Thomas says we need to show resilience in these tough times, but we also need to help each other.
Date Published: 09/07/2020 08:37Read More
Jill Thomas says the Sheffield City Region must work as a team to rise to recovery post COVID-19 – because ‘dreams are training for reality’
Date Published: 03/07/2020 10:28Read More
As we enter July it is time to look back at how markets around the world performed in June as we slowly move out of lockdown.
Date Published: 03/07/2020 09:17Read More
We have appointed a new paraplanner to strengthen the team at Future Life.
Date Published: 30/06/2020 11:45Read More
The current crisis has led us all to have concerns about our health and wealth. And for those nearing retirement with defined contribution pensions this may be a particularly worrying time. Jillian Thomas looks at what you need to think about if you have a DC pension.
Date Published: 23/06/2020 12:55Read More
In her latest blog, financial planner Emma Baumback reminds us to keep calm, even when the markets are volatile.
Date Published: 19/06/2020 10:58Read More
In her latest episode Jillian reflects on returning to the office and just what happens now. (And the return of a certain office dog from furlough)
Date Published: 17/06/2020 16:16Read More
Buying life insurance can be very confusing. Jillian Thomas takes a look, starting with whether you should consider a whole life or term policy.
Date Published: 15/06/2020 15:04Read More
Jillian Thomas says the lockdown means we have moved from shopping on our local high street to the internet – but at what personal and economic cost?
Date Published: 03/06/2020 12:01Read More
As we enter June, it's time to look at how the markets performed in May in these times of financial volatility.
Date Published: 03/06/2020 09:56Read More
Does the current volatility in the financial markets mean you should consider reviewing your pension plans? Financial adviser Emma Baumback takes a look.
Date Published: 02/06/2020 10:10Read More
Financial planner Emma Baumback says inflation could be the sting in the tail of the lockdown.
Date Published: 29/05/2020 12:03Read More
In her latest episode Jill considers what happens to all our data in our new online lives.
Date Published: 28/05/2020 17:06Read More
If you are nearing the age to retire and have found yourself working from home during lockdown or maybe furloughed, have you considered treating this time as a trial run for retirement, says Jillian Thomas.
Date Published: 27/05/2020 09:49Read More
As we slowly edge towards lockdown the Government is walking a tightrope between health and the economy.
Jillian Thomas takes a look at what that means for you.
Date Published: 19/05/2020 16:49Read More
Financial planner Emma Baumback considers what next as we head to the end of lockdown and the turbulent economic times ahead.
Date Published: 19/05/2020 10:25Read More
Jillian Thomas asks why investment companies can't move out of the City of London, where office costs are sky high, after the lockdown
Date Published: 14/05/2020 10:13Read More
In her fourth episode Jill considers what we need to be thinking about as conversations slowly start turning to life after lockdown.
Date Published: 08/05/2020 12:39Read More
The national conversation is slowly turning to what do we do post-lockdown? How do we emerge from this medical emergency? Jillian Thomas has some thoughts.
Date Published: 07/05/2020 11:54Read More
In the fourth of our blogs about what our staff are up to while working through lockdown, Linda Whyler, our bookkeeper and financial assistant, tells us what life is like for her and her dog Morgan
Date Published: 04/05/2020 14:34Read More
As we enter May, it's time to look at how the markets performed in April amid the Covid-19 crisis.
Date Published: 04/05/2020 13:04Read More
As the economy continues to shrink, Jillian Thomas looks at how far it may fall and how long it will take to come back.
Date Published: 04/05/2020 11:37Read More
Our third installment of life under lockdown, comes from Samantha Williams, our director of technical operations, who is reflecting on the positives, while spending time with her husband and dog Elmo.
Date Published: 30/04/2020 11:55Read More
Our second installment of life under lockdown, comes from our director of operations Keeley Woodcock, who has been trying to make the best of a bad situation.
Date Published: 27/04/2020 13:11Read More
As we continue working for our clients, we take a look at what our staff are up to in the new way of living and working.
Our first installment comes from our financial adviser Emma Baumback (and her dog Barney)
Date Published: 24/04/2020 11:07Read More
As the Covid-19 crisis turns out to be far worse than perhaps we could have imagined just a few weeks ago, in her third episode Jill suggests we need our best leaders right now.
Date Published: 22/04/2020 14:04Read More
With US oil prices falling to below zero, Jill takes a look at what that could mean for finances and the global economy.
Date Published: 21/04/2020 10:15Read More
In these uncertain times we have decided to keep in touch with our clients, friends and associates on a more frequent basis. We want everyone to know we are here for you when you need us. And, as Jill says in this audio version of her regular Bizcast newsletter, we also want to connect businesses locally, so we can all help each other.
Click on the link below to hear more:
Date Published: 17/04/2020 11:58Read More
Now that we are ending our third week of home-working, with the prospect of many more weeks to come, it seemed a good time to take stock; take a look at how it is going, for us and our clients.
Date Published: 09/04/2020 13:08Read More
As we enter April, it's time to look at how the markets performed in March amid the coronavirus crisis.
Date Published: 02/04/2020 14:59Read More
Are you worried about your financial situation during the coronavirus pandemic? Future Life's MD Jill Thomas appeared as a finance expert on BBC Radio WM where she answered questions from listeners. She covered topics including mortgage payments, furloughing and investments.
Date Published: 02/04/2020 14:55Read More
With the Covid-19 pandemic, and following the Chancellor’s £350bn post-Budget ‘lifeline for the economy’, now is the time for the Sheffield City Region business community to act like one – keep cashflow going, increase marketing spend and provide shelter to each other, says Jillian Thomas.
Date Published: 01/04/2020 11:36Read More
As the Americans finally seem to join the battle against the coronavirus, Jillian Thomas wonders if this is a pivotal moment.
Date Published: 31/03/2020 10:28Read More
It has been a crazy few weeks on the markets around the world, but some calm has returned over the last couple of days. Jillian Thomas takes a look at what this all means.
Date Published: 25/03/2020 11:46Read More
Our MD Jill Thomas appeared on BBC Radio Sheffield earlier today, where she discussed the financial markets' response to the coronavirus (COVID-19) outbreak, and what she's been doing to help those in need during these unprecedented times.
Date Published: 20/03/2020 15:30Read More
We are all worried about how the coronavirus outbreak will effect us, our families and our businesses, but here at Future Life Wealth Management we know that now is the time we musts act to help others, writes Jillian Thomas.
Date Published: 17/03/2020 15:25Read More
Stock markets around the world are falling - and rising. Coronavirus is putting pressure on the economy. But it is not all gloom and doom, says Jillian Thomas.
Date Published: 13/03/2020 15:58Read More
Just what does the action today by the Bank of England and the Chancellor mean for investments and the global economy?
Jillian Thomas has been crunching the numbers.
Date Published: 11/03/2020 17:09Read More
Spring is on its way, and I’m sure I’m not the only one who takes the opportunity to give the house a good clean! But Spring is also a great time to shake up your finances.
Here are Jill's five top tips for how you can give your finances a spring clean this year.
Date Published: 11/03/2020 11:46Read More
As the coronavirus continues to have an impact on the markets, we take a look at what that means for investors, on a day when the markets fell dramatically.
Date Published: 09/03/2020 15:04Read More
Future Life's MD Jillian Thomas appeared on BBC Radio Sheffield earlier today to discuss the impact of the coronavirus outbreak on the financial markets, and the potential effect on your personal finances.
Date Published: 04/03/2020 14:59Read More
This week feels like a good week to celebrate inspiring women in business and to mark the important role women play as leaders in their fields.
Date Published: 04/03/2020 10:22Read More
As we enter March, it's time to look back at how the markets performed in February.
Date Published: 03/03/2020 09:43Read More
Future Life MD Jillian Thomas is hoping to win another prestigious business award this week.
Date Published: 02/03/2020 11:28Read More
Jill will cover a range of topics to help you plan your finances and ensure you are making the most of your money, including retirement, pensions and investments. In the second episode of Future Thoughts, Jill looks at the structure of modern investments and the change in dem…
Date Published: 28/02/2020 11:51Read More
Our MD Jillian Thomas takes a look at the latest impact of the coronavirus outbreak on the investment markets.
Date Published: 25/02/2020 11:48Read More
Later this week I will be speaking to students about leadership. My talk ‘Personal leadership – from disaster to leading change’ is part of an event by Sheffield Hallam University Business School leadership forum.
Date Published: 24/02/2020 16:37Read More
Many of today’s over-60s are living life in a way that has a lot more in common with 20-somethings, despite four decades of age gap.
Date Published: 19/02/2020 10:32Read More
In our experience company directors and owners of SMEs are so wrapped up running their business that they often forget their own financial planning – or simply don’t see it as a priority.
Date Published: 17/02/2020 10:25Read More
The coronavirus may turn out to be a flash in the pan or a worldwide pandemic, according to our MD Jill Thomas.
Date Published: 13/02/2020 10:30Read More
Some people object to insurance because there’s no guarantee that it will provide any tangible benefits: a policy only pays out if the event occurs that it’s designed to protect against. If your house doesn’t suffer fire, flood, subsidence or other damage, your house insurance won’t pay out, for example.
Date Published: 12/02/2020 16:00Read More
New research has revealed that 35% of people lose sleep at night because they're worrying about their finances. Our MD Jill Thomas gave her take on the findings to BBC Radio Sheffield's Paulette Edwards.
Date Published: 11/02/2020 15:10Read More
At the moment, siblings who are cohabiting are not exempt from paying Inheritance Tax (IHT) on money or property left to them. But could that soon change?
Date Published: 07/02/2020 14:36Read More
As we enter February, it's time to look back at how the markets fared in the first month of the new decade.
Date Published: 04/02/2020 08:55Read More
We are honoured that our MD Jillian Thomas was asked to represent business on a prestigious podcast organised by the Parliamentary Review office. The podcast also featured Lord David Blunkett.
Date Published: 28/01/2020 14:55Read More
Future Thoughts is a brand new podcast featuring the MD of Future Life Wealth Management and financial expert Jillian Thomas.
Date Published: 20/01/2020 15:38Read More
Do you know where your will is stored? Even more importantly, do your nearest and dearest?
Date Published: 20/01/2020 15:13Read More
Our MD Jill Thomas was delighted to take part in the Sheffield Star's first-ever newspaper review.
She joined editor Nancy Fielder and business editor David Walsh to discuss the big stories in yesterday's (16 January) paper, including a devolution deal for South Yorkshire, the Government response to job losses in the region's steel industry and the resignation of Sheffield City Council leader Jul…
Date Published: 17/01/2020 10:56Read More
Have you dreamed of ditching the day job and taking early retirement? If you have then you need to do some serious planning. Here our MD Jillian Thomas looks at some steps you can take to get there.
Date Published: 15/01/2020 13:37Read More
Maybe the gloom of winter has got you thinking about getting away from it all on a cruise somewhere warm. I know it has me; I do love my cruises!
Date Published: 09/01/2020 14:08Read More
As we enter a new decade, it's time to look at how the markets performed in the last month of 2019.
Date Published: 03/01/2020 11:20Read More
Have you made any New Year resolutions? And more importantly have you kept them so far?!
Date Published: 02/01/2020 15:22Read More
Did you know that the Bank of Mum and Dad is the sixth largest lender in the UK?
Date Published: 20/12/2019 12:46Read More
Are you one of those people who leaves their Christmas shopping to the last minute? If so – here are some timely tips to save you a bit of money.
Date Published: 18/12/2019 12:44Read More
While some issues were decided last night, huge uncertainties remain.
Date Published: 13/12/2019 15:03Read More
The beginning of November saw the World Trade Organisation authorise China to put $3.6bn (£2.8bn) of tariffs on US goods. The following week it was reported that a potential trade deal between the two countries could see tariffs ‘rolled back’.
Date Published: 03/12/2019 16:58Read More
While you may be fed up of hearing about it, Brexit has had a major impact on the UK property market. What has it meant for buyers and sellers and what might the best course of action be now?
Date Published: 02/12/2019 15:58Read More
Future Life has promoted a member of the team as we continue our growth plans.
Date Published: 29/11/2019 10:52Read More
Inheritance Tax (IHT) is not very popular. According to a YouGov poll back in 2015 nearly 60 per cent of us think it just isn’t fair.
Date Published: 28/11/2019 10:55Read More
It’s a fact that no matter how well we prepare, there are always factors beyond our control that can mean our ‘best laid’ plans unravel.
Date Published: 22/11/2019 15:56Read More
So, you’ve decided when you’re going to retire. You know what you need to do in your final days of work. You might even have some long-term goals that you want to achieve during the years ahead. But what about those first few days and weeks?
Date Published: 22/11/2019 09:29Read More
The beginning of October brought us the Conservative Party conference and a plethora of promises and fiery speeches. Meanwhile world stock markets were tumbling on fears of a global sell-off and the US/Europe tariff war joining the US/China dispute. By the middle of the month President Trump declared himself ‘optimistic’ about trade talks with China.
Date Published: 05/11/2019 10:54Read More
Despite the fact that having a will in place is commonly accepted as the most effective way to leave details about your inheritance, the number of people who don’t have one is remarkably high.
Date Published: 04/11/2019 10:45Read More
We are delighted to announce that Future Life Wealth Management is in the top 100 for the seventh year running!
Date Published: 29/10/2019 11:15Read More
We are celebrating our tenth anniversary with further expansion plans!
Date Published: 23/10/2019 09:13Read More
If your children or grandchildren are at that age where they are starting to think about buying a house, you don’t have very long to encourage them to get a bit of extra financial help from a Help to Buy ISA.
Date Published: 10/10/2019 16:09Read More
What goes down immediately comes back up? If only saving and investing were that simple…
Date Published: 08/10/2019 16:32Read More
If you pay much attention to the media and advertisers, you may think that retirement is all about riding jet skis, sipping sherry on the French riviera or cuddling grandchildren. Though those sorts of activities are an important part of retirement, a recent study has revealed retirement to be more of a double-edged sword.
Date Published: 02/10/2019 11:10Read More
Future Life's MD Jillian Thomas appeared in her regular slot as BBC Radio Sheffield's finance expert. This week she discussed the situation with Thomas Cook, adult social care and responded to a message from a concerned listener.
Date Published: 26/09/2019 10:17Read More
We work hard at Future Life Wealth Management to help our clients plan for their retirement. As you know we say, depending on how you plan, your retirement can be the longest holiday you will ever have – or, if you don’t plan, your longest period of unemployment.
Date Published: 18/09/2019 11:40Read More
Do you want one marshmallow now or two in 15 minutes? You may wonder why we are asking this when we are financial planners!
But the results of seminal research at Stanford University about delayed gratification may well be relevant to how you plan your finances
Date Published: 10/09/2019 11:39Read More
August is traditionally known as the ‘silly season’. The great and the good are on holiday. Nothing is happening: there are no world events. So the newspapers have to resort to any number of peripheral and not-at-all-serious subjects to fill their columns.
Usually. But, not this year.
Date Published: 03/09/2019 15:36Read More
As we venture further into this new digital age, the security of your personal data grows more and more important. That’s why, for this article, we’ve decided to delve into the world of online security. Here you’ll find a series of strategies that we recommend you employ to protect your presence online.
Date Published: 30/08/2019 15:33Read More
In the wake of the Woodford debacle, there’s a lot of buzz around investments and the rationale for choosing them. So we thought it would be useful to outline what you should be thinking about when it comes to choosing an investment to enable you to get the best outcomes for your money.
Date Published: 27/08/2019 15:30Read More
So how much do you save? It seems it all depends on how old you are. A new report by Scottish Widows has found that only 40 per cent of young people are saving what it believes to be an ‘adequate’ amount. Scottish Widows defines that amount as 12 per cent or more of your income. Compare that to those aged over 30, where 59 per cent of people are said to be saving enough.
Date Published: 23/08/2019 15:26Read More
We are delighted that our MD Jillian Thomas has been appointed to the Business Growth Board of D2N2 Local Enterprise Partnership.
The advisory board is made up of representatives from the public, private and third sectors, including from local councils, universities, the Federation of Small Businesses, the British Business Bank, Rolls Royce and the CBI.
Date Published: 15/08/2019 13:29Read More
Gold hit a six-year high as nervous investors looked for alternatives to stock markets. The IMF cut global growth forecasts amid continuing trade tensions.
In any normal month these would have been perfectly normal introduction, but July was not a normal month.
Date Published: 02/08/2019 12:02Read More
We are very sad to be losing Stuart Ibbotson to retirement.
Date Published: 03/07/2019 14:11Read More
Many of you will know the old stock market adage: ‘Sell in May and go away, and come on back on St. Leger’s Day.’
Date Published: 02/07/2019 14:11Read More
Increasingly, people are talking about financial wellbeing. But what does it actually mean?
Date Published: 17/06/2019 12:17Read More
For the first time ever more people are now paying into Defined Contribution (DC) schemes than into Defined Benefit schemes.
Date Published: 14/06/2019 12:35Read More
We all know the theory – keep a little bit of cash aside in an easy access account for those emergencies: the boiler packs in, that bill you didn’t expect comes through the post or you just want to book that bargain holiday.
Date Published: 05/06/2019 12:46Read More
May was a relatively quiet month, virtually nothing of any importance happened at all. Well, apart from the European elections, Theresa May’s decision to stand down and the re-escalation of the US/China trade war. Not content with that, Donald Trump imposed tariffs on Mexico and Angela Merkel decided that her potential successor wasn’t up to the job and that she’d stay on as German Chancellor.
Date Published: 04/06/2019 13:15Read More
Back in 1789 Benjamin Franklin said: “In this world nothing can be said to be certain, except death and taxes.” The saying may be 230 years old but it is still true today – and it is true that even death doesn’t protect you from taxes!
Date Published: 03/06/2019 13:26Read More
Retirement might be around the corner, or a few years off. However far away it is right now, there is one thing we can all agree on – planning for your retirement is vital. There are some things you should definitely do. And there are some things you definitely should not do! We have taken a look at some of the bad habits people get in to – and how to avoid them.
Date Published: 29/05/2019 13:27Read More
You have spent years accruing your wealth, building up a nice nest egg; so where should you keep it? Under the proverbial mattress? Or somewhere where it will grow?
Date Published: 13/05/2018 14:11Read More
Date Published: 01/01/0001 00:00Read More
Future Life Wealth
54 Ravenshorn Way,
Renishaw, Sheffield S21 3WY
+44 (0) 1246 435 996
Monday - Friday 8.30am - 5.00pm
Future Life Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority
The Financial Conduct Authority does not regulate taxation & trust advice
We are entered on the The Financial Conduct Register No 509960 at www.fca.org.uk/register
The Financial Ombudsman service can be found at www.financial-ombudsman.org.uk
Registered in England No. 07036892 Reg. Address: Future House, 54 Ravenshorn Way, Renishaw, Sheffield S21 3WY
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Your home is at risk if you do not keep up with your mortgage repayments.
Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks please ask for a personalised illustration.
We do not offer advice in relation to home reversion plans.
The tax observations contained in this website are made in good faith and are based on our understanding of current Revenue and Customs regulations. We cannot accept any responsibility for any future regulation that may retrospectively happen.