Am I going to be okay?
One of the greatest fears we face as we get older is running out of money in retirement. When you are young, retirement seems a long way off and something to put off until a later date.
Are my family going to be okay?
Most people want to leave their families both the maximum inheritance and the minimum hassle.
It is getting harder and harder to shelter your assets from the Government when you die, as the Inheritance Tax (IHT) thresholds have not changed since 2009. Continue
Did you know that if a a widow and widower get married, then on their deaths, they may be able to leave up to £2,000,000 to their families with paying Inheritance Tax (IHT)? How is this possible? Continue
If you own property with someone else (for example your spouse) when you die, you can claim a reduction in the value of your share for Inheritance Tax purposes. Continue
Browning Financial Planning Ltd is a family-owned financial planning firm based in Chelston, Torquay.
We offer our services throughout South Devon and beyond.
As financial advisers, our core business is providing advice on our clients' investments and personal pensions.
As financial planners, we help you to build a long-term financial plan.
1. What do you want to achieve between now and when you die?
2. When can you stop doing what you no longer enjoy?
3. When can you start doing more of the things you love?
4. How much do you need to sell your business for, to live the life that you want, without the fear of running out of money, whatever happens?
5. What needs to happen to secure your family’s future so they never have to worry about running out of money, whatever happens?