by Town Close Financial Planning | Nov 13, 2023 | Estate Planning, General News
Introduction The following blog outlines the experience of two Town Close clients who have recently lost people close to them. Part of the Town Close Legacy series, it details the experiences of Mel and Tony Hirst and is written in the hope that it will be useful to... by Town Close Financial Planning | Jan 22, 2022 | Estate Planning, financial planning
We were inspired to write this having read an old Nick Murray article entitled “Rebecca’s Riverkeepers”. Those of us lucky to have children (or be the aunt or uncle to some) know that children change us. Those of us lucky enough to meet our children’s children know... by Town Close Financial Planning | Nov 24, 2020 | Estate Planning, General News
We ran a client webinar where we discussed legacy in greater depth. The recording can be found here: https://www.townclosefp.co.uk/videos/ And here are my brief notes: There has been plenty of time to think during lockdown. That has meant new thinking and different... by Town Close Financial Planning | Oct 6, 2020 | Estate Planning, General News
“Legacy” has been on my mind recently. This piece shares where I have got to and will be followed by a webinar to discuss them further. In summary: Legacy is as much as about the here and now as it is tomorrow or the afterlife. It is about putting what we have – time,... by Town Close Financial Planning | Jun 4, 2019 | Estate Planning, Pension & Retirement News
Equity release is no longer the niche lending area it once was. More and more homeowners over 55 are choosing to release cash tied up in their homes and there are few signs of this trend subsiding. Lending in 2018 increased by 27% compared to the previous year and is... by Town Close Financial Planning | Jun 3, 2019 | Estate Planning, Tax News
Benjamin Franklin famously said, ‘In this world nothing can be said to be certain except death and taxes’. And if your estate is valued at over £325,000, everything above this figure will be taxed at 40% when you die. Even in death there’s no relief from taxes!...