Moneytree Wealth Management

Later life retirement years

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You’re now less mobile than previously and your health might not be as good as it was, but you’re still able to live in your own home. Financially, you’re doing well but want to make sure your family is okay when you’re no longer here.

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Estate Planning

You want the wealth you’ve built up in your lifetime to be passed on to your family without them having to pay more tax than they need to. Here are some options.

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Mortgage

You’ve built equity up in your home, so why not  enjoy some of it without selling up?

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Protection

Looking after the elderly can be very expensive, especially in care homes and residential homes. And current legislation means you have to pay if you’ve got the means. Unfortunately, funerals can be costly too, so you want to make sure you leave enough to pay for yours.

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Talk to an expert

Send a message to one of our experts at Moneytree and we’ll get back to you as soon as possible to help. But don't worry, we won't share your details with anyone else, scouts honour.

  • Free initial pension health check
  • Free initial investment health check
  • Free initial mortgage review
Nigel Court

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