Protecting your family should underpin financial planning. Paying off a mortgage (or other loan) if a borrower dies. Protecting a family against the serious financial consequences of a parent / breadwinner’s early death, serious illness or disability. We can help secure your family’s financial future by compensating for the loss of someone’s salary.
Where there are financially dependent children, any need is likely to be greater when they are younger but decline as they become more independent. As you grow older and you have no financial dependents you may wish to make suitable provision for paying for a funeral, or meeting the inheritance tax (IHT) due on your estate on death.
Most parents want to give their children the best possible start in life. Do you have a robust plan to financially support them through university or helping them get their foot on the property ladder?
You’ll find more information on how we can help you protect your family’s future on the links below.
Wallace Financial Planning’s clients also have access to regular reports and informed perspectives on all the changes and developments happening in areas of relevance to their financial planning. Click on the links below for samples of these topical updates: