Annuities & Investments

This year has seen some monumental changes introduced by the Chancellor that have brought this area of guidance sharply into focus. Clients no longer will have to purchase an annuity, but perhaps that is still the best option? What are the tax implications of choosing different options ? Is it best to repay debt ? Are ISAs now good longer term savings products and how will all these options affect benefits and means testing?

Our modules will give you an overview of the choices faced by consumers and provide a “route map” and referral to Investment specialists across the Academy.

The latest news from Later Life Academy

Twitter News

A couple of spaces left on our New Horizons Events in London on the 2nd & 3rd of May are available to book a place… https://t.co/4d8viXaR92 Apr 23

RT @Equity_Council: An informative piece on options and the process of using #EquityRelease from @MarkAthertonTim at @thetimes https://t.c… Apr 23

New Horizons Part 1 & Part 2 running in Southampton in April book your place now! New Horizons Part 1 - 24/04/18 -… https://t.co/6OdkOVZoSI Apr 20