To speak to a financial planner, get in touch with Perennial Wealth via:Telephone: 01179596499Email: info@perennialwealth.co.ukAddress: Trym Lodge, 1 Henbury Road,...
Here are four common mistakes to avoid amid market volatity. To speak to a financial planner, get in touch. perennialwealth.co.uk0117 959 6499info@perennialwealth.co.ukTrym Lodge, 1 Henbury Road, Bristol, UK, BS9 3HQ...
Richard Higgs, Chartered Independent Financial PlannerBeing appointed as an attorney for a Lasting Power of Attorney (LPA) carries significant responsibility. LPAs are legal documents that allow a person (the donor) to designate someone to make decisions on their behalf if they lose capacity. Understanding LPAsThere are two types of LPAs:...
When it comes to pension lump sum death benefits, the scheme administrator/ trustees typically decide who receives these benefits, whether they come from a personal or occupational pension. Beneficiaries are selected from a list of eligible discretionary beneficiaries specified in the pension policy documents, if the trustees/ administrator have discretion...
Richard Higgs, Chartered Independent Financial Planner The power to make gifts as an Attorney is a common question. It could be as simple as “Grandma has always given her grandchildren £100 each on their birthday. Can we keep doing that?” or it may involve more significant amounts, like paying school...