Jul 01 2018
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Hello and welcome to our latest issue, the summer edition brings you an array of insightful articles covering everything you need to help plan your finances, both before, during and after retirement.

Have you ever thought about writing a letter to yourself to describe your ideal future life, long-term life goals and the process of how to plan for them? We look at how imagining what you want your life to be like in the long term when you retire will help you think much further ahead than you might have done before.

There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. Given that some people have been able to amass over a million pounds in their ISAs, it’s an area where lack of knowledge
could prove costly.

At some point, you’ll say ‘goodbye’ to your co-workers, get into your car and drive towards the next phase of your life – retirement. But when will that be? We consider your move to retirement – it’s one of the most important decisions you’ll ever make, so it’s not surprising that
determining the date is harder than you may expect.

To request a hard copy, contact marketing@fairstone.co.uk

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