Please find below a list of the services we provide and a brief introduction to each financial product area. Our highly experienced team of financial advisers would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

 

Taxation

Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

Taxation can be very complicated, and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.

An expert will be able to help you plan your taxes in advance and come up with effective strategies that will use the lawful reliefs and allowances to minimise the amount you have to pay.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON ESTATE PLANNING AND TAX PLANNING.

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Life Assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

It can provide the reassurance of financial protection for you, your family, and your business associates.

A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies. The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.

Please be aware that this type of assurance is based on an assessment of the health of the applicant.

THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

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Equity Release

If you're over the age of 55, equity release offers you a way to use the value of your home to raise money.

There is a range of equity release schemes available on the market offered by reputable equity release providers, and they fall into two main categories, Lifetime Mortgages and Home Reversion Plans.

Each type of equity release scheme facilitates a different method of releasing the equity in your home, and there are various other useful features available to create the ideal equity release scheme for you. Alternatively, our recommendation may be to use other forms of finance, other assets or other benefits and grants that you may be entitled to, once we have assessed your situation.

 

EQUITY RELEASE, LIFETIME MORTGAGES & HOME REVERSION PLANS WILL REDUCE THE VALUE OF YOUR ESTATE AND CAN AFFECT YOUR ELIGIBILITY FOR MEANS TESTED BENEFITS.

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Call us today on

07737 945220

or complete our short enquiry form
and we'll be pleased to help you.

Lifestyle Future Limited, Southerly Park, Binton, Stratford-Upon-Avon, Warwickshire, CV37 9TU

Privacy Notice

 

Lifestyle Future Limited is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference numbers 440703 and 440718, respectively.

Lifestyle Future Ltd is registered in England and Wales under number 04533341.

Registered Office: Southerly Park, Binton, Stratford-Upon-Avon, Warwickshire, CV37 9TU.

The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK

Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 13/03/2024




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