Later-life funding for long-term care.

With an ageing population, more people than ever are looking for ways to pay for later-life care. In this article, we will look at the options available and how we can help you with financial planning at what often is a difficult time. If you are not eligible for State funding you are referred to as “self-funded”. [...]

2021-01-18T17:01:19+00:00January 18th, 2021|News|

What is a Lifetime ISA and do I need one?

So, what is a Lifetime ISA? ISA stands for Individual Saving Account. There are several different types of ISA's, but a Lifetime ISA also known as a LISA has two main aims. Helping people save for their first home or retirement. How does a LISA work? If you open a Lifetime ISA, the Government will [...]

2021-01-14T15:50:11+00:00January 14th, 2021|News|

Pensions: Husband and Wife Owner Managed Businesses

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. A while ago, I visited two sets of completely unrelated new clients who are both in a very similar position. Both the husbands are tradesmen and both the wives run the office for them under a limited company. Both got in touch as their businesses [...]

2020-12-22T11:07:39+00:00December 22nd, 2020|News|

Wishing you a Merry Christmas and a prosperous New Year.

Wishing you a Merry Christmas and a prosperous New Year. Christmas and New Year office opening times. Below are this years Christmas and New Years opening times.   December 2020. Thursday 24th: 9.00 am to 12.00 pm Friday 25th: Closed Saturday 26th: Closed Sunday 27th: Closed Monday 28th: Closed Tuesday 29th: 9.00 am to 3.30 [...]

2020-12-17T15:58:16+00:00December 21st, 2020|News|

Retirement. Are you ready for it? We can help.

First of all, putting a retirement plan in place is key. The saying, “We don’t plan to fail, but we fail to plan”, has never been truer. If you are in your late fifties/early sixties and starting to think about retirement, there is certainly a lot to think about! So where do you start? Let [...]

2020-12-16T16:25:43+00:00December 17th, 2020|News|

Things to do in your “New Build” house in the first year.

Congratulations, you have moved into your shiny new build home! Moving to a new house is often a stressful but an exciting time and moving into a new build is no exception. However, the real work of moving to a new house often comes in the days, weeks & months after moving in. New builds offer [...]

2020-12-22T13:46:47+00:00December 15th, 2020|News|

Adventure before dementia. Let’s do this!

Releasing money from your home has become more popular with retired people wanting to live life to the full while they are still fit and well. Figures from the Equity Release Council show that £698m of property wealth was accessed by new and returning customers, in the first three months of 2020. So, by releasing [...]

2020-12-08T15:39:20+00:00December 7th, 2020|News|

Does your insurance policy give you a telephone-based GP?

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. If you have taken out a Life Assurance, Critical Illness or Income Protection insurance policy within the last few years, the chances are that you have got some added extras in there, which may be worth exploring. Many policies allow access to a 24-hour telephone-based [...]

2020-11-26T10:39:53+00:00November 26th, 2020|News|

Exam success! Congratulations to Andie Derry.

Congratulations to Andie Derry, part of the client support team based at the Kettering office of Anstee & Co. Andie has recently completed and passed the Chartered Insurance Institute (CII) RO1 Financial Services, Regulations and Ethics exam. The RO1 exam tested her knowledge of – Role of financial services EU & UK Regulation and responsibilities [...]

2020-11-26T12:54:16+00:00November 25th, 2020|News|

Why not put a financial plan together during the lockdown?

Thanks to the coronavirus (CORVID-19), we are all worried to some degree about our health as well as our wealth. With the hope of a successful vaccine, we have seen the world’s stock markets recently rally. Whatever happens, the world will be a different place as we move into what is being called the "new [...]

2020-11-25T10:22:50+00:00November 25th, 2020|News|