'MONEY DOES NOT COME WITH INSTRUCTIONS'
Typical Discussion Points
- Can I afford to retire?
- Why are Lasting Powers of Attorney important?
- Why do I need a Will?
- Is my Will still valid?
- What are an Executors Responsibilities?
- What are an Executors liabilities?
- How do I apply for Probate?
- Do I need a Solicitor?
- How much should I be saving?
- Am I saving enough?
- How much is enough?
- I think my fees are too high.
- Is an ISA better than a Pension?
- Do I need Life Assurance?
- Should I stop my Life Policies?
- I need to cut back on my outgoings.
- Should I invest in the Stock Market?
- How risky is it?
- What is an Investment Bond?
- What is a Platform Investment?
- I am not happy with my current investments.
- I think my investment performance is poor.
- What is a Unit Trust?
- What does Offshore mean?
- What is a Loan Trust? How does it work?
- What is a Gift Trust?
- What is a Discretionary Trust?
- What is a Discounted Gift Trust?
- What is a Split Reversionary Trust?
- What are the benefits of Trusts?
- Am I liable for Inheritance Tax?
- What can I do about Inheritance Tax?
- I am worried about Inheritance Tax.
- I do not understand Inheritance Tax.
- What is the 7-year rule?
- What is the Nil Rate Band?
- What is the Residential Nil Rate Band?
- What is Business Property Relief?
- Do I need Business Protection?
- What is a VCT?
- What is a EIS?
- What is Cash Flow Planning?
- What is a Managed Fund?
- I am not happy with my current adviser.
- I have not seen my adviser for over 6 months.
- I want a second opinion.
- Is Financial Advice worth the costs and charges.