Free Consultation
Why not take advantage of one of our free consultations?
There are two parts to a Positive Forward Planning consultation. Here is what is covered:
Financial
- Financial protection for all the family
- Maximising pension arrangements
- Redundancy and accident cover
- Arrangements for children
- Minimising insurance costs
- Minimising mortgage or loan costs
- Protecting maintenance payments
- Dealing with care costs
Legal
- Fair property ownership arrangements
- Who is to step in to help should you become unable to look after yourself
- Your medical care in extreme circumstances
- Who is to deal with your affairs on death
- Who is to inherit your property on death
- Your wishes on organ donation
- Whether you need to avoid inheritance tax
- Appointing a guardian to children (where appropriate)
- Funeral arrangements and funding
During the consultation you will receive a menu of recommended options open to you to prepare for all eventualities. It is up to you to choose whether to take some, all or none of these recommended options. It is entirely your choice – there is no obligation.
Pick up the phone or contact us to arrange your free consultation - it could be the most important thing you do today
0845 855 9944