Attain Financial Planning

20/04/2022

Attain Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

11/04/2022

Based in Northamptonshire in Central England, Attain Financial Solutions establish long-term relationships helping clients all over the UK to achieve their personal and wider family financial goals. They work together with clients to provide confidence around long-term retirement plans, tax efficient saving and investment planning, inheritance tax solutions and personal and business protection.

29/04/2020

It's difficult to lose a loved one at any time. Knowing you will have to sort out their affairs, while you are still coming to terms with your loss can feel almost too much to cope with.
That’s why we have a professional and compassionate team who are dedicated to helping guide you through the process – every step of the way.
Feel free to contact us on 01604 970 383.

27/04/2020

The correct Will can allow you to:
• Specify whom you wish to inherit your estate, in what order and in what proportions so that you have comfort in the knowledge that your wishes will be carried out.
• Make specific legacies to family or friends or gifts to your favourite charities.
• Appoint suitable guardians for young children rather than leaving the decision to the Courts.
• Set up maintenance trusts for children to protect their inheritance until an age specified by you.
• Ensure the inheritance of your children or other beneficiaries should the survivor re-marry.
• Protect your share of the property from having to be sold to pay for the survivors future care fees, thus still having assets to leave to your family.
• Avoid paying 40% Inheritance Tax on your estate, so giving more to your chosen beneficiaries rather than the Government.
Do you need help writing your will? Contact us on 01604 970 383.

24/04/2020

What is probate?
Probate is the process involved in administering a person’s estate on their death. Either a Grant of Probate or Letters of Administration will usually need to be granted by the Probate Registry before this can take place.
Both of these documents give one or more people legal authority to manage the deceased person’s affairs, including accessing their assets, i.e. personal possessions, property and money.

22/04/2020

If you already have a Will, it is recommended that you review it every 2 to 5 years. Sometimes your wishes may not have changed, but the value of your assets and the law may have.

Get into contact with us on 01604 970 383 for further information.

18/04/2020

Why not let us help you – We believe that providing legal services should be at the convenience of the client; We don’t expect you to visit us. And the services we provide are affordable and cost effective solutions to those alternatives offered by solicitors or banks.

16/04/2020

Follow our crucial estate planning steps now so that your loved ones will carry out your wishes properly after you pass away.

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Follow our crucial estate planning steps now so that your loved ones will carry out your wishes properly after you pass away. Settle Your Financial...