Monetary Solutions

Monetary Solutions is a firm of Female IFAs who can help you with pensions, investments, protection, savings, mortgages & care planning

[Monetary Solutions @MonetarySol]

What are your hopes & plans for your retirement? It may involve spending more time on a hobby, or moving house & changing lifestyle.

We help you identify how much income you will need to live on & what you need to do now to reach your retirement dreams.

#retirement #ifa

[Monetary Solutions @MonetarySol]

How much state pension will you get? You can check what you will get at state pension age using this link https://t.co/IYRz2NvNpO

If this shows that you’ll get less than the full amount, you may be able to make voluntary NI contributions to make up the shortfall.

#pension

[Monetary Solutions @MonetarySol]

The world of finance can seem daunting: shares, yield, cash, ISAs, LISAs, fees , bonds. A lot of jargon to learn when you just want a return on your money.

We explain everything and guide you to the right investments for you.

#investments #IFA #jargonbusting

[Monetary Solutions @MonetarySol]

You may not think you need financial advice when going through a divorce, however some financial mattters can be overlooked, such a pension sharing. It is easier to deal with them now rather than after the divorce is settled. Book a consultation to learn more

#divorce #ifa

[Monetary Solutions @MonetarySol]

What is a care fees annuity, and do you need one? Not necessarily, but it can provide a far greater income for a given amount invested, when compared with mainstream investments.

Find out more https://t.co/IC4rOHzmgl

#carefees #annuities #ifa

[Monetary Solutions @MonetarySol]

Which is best to help you achieve your financial goals - savings or investments?

We will explain the difference between them and how they fit in with planning your financial future.

Book a free, no obligation consultation today.

#investments #savings #ifa

[Monetary Solutions @MonetarySol]

You may not think you need financial advice when going through a divorce, however some financial mattters can be overlooked, such a pension sharing. It is easier to deal with them now rather than after the divorce is settled. Book a consultation to learn more

#divorce #ifa

[Monetary Solutions @MonetarySol]

Whatever your age, a serious accident or sudden change in your health may mean you are no longer able to manage your finances.

Having an LPA in place enables your family to avoid the time and cost of getting an LPA in place and ensures that bills can be paid and decisions made.

[Monetary Solutions @MonetarySol]

We can't believe that we are halfway through the tax year already.

Have you used your tax allowances yet? If not, now is a good time to take action to understand what allowances you have and take advantage of them before the tax year end

#taxallowances #rtax #ifa

[Monetary Solutions @MonetarySol]

Mortgages - there are many options: fixed rates, discount rates, cash back options, variable rates, capped rates, tracker mortgages etc And then there are the repayment options

We can help you understand what all this means and find the right mortgage for you.

#mortgage #ifa

[Monetary Solutions @MonetarySol]

How much state pension will you get? You can check what you will get at state pension age using this link https://t.co/IYRz2NvNpO.

If this shows a shortfall you may be able to make voluntary contributions to make up the shortfall.

#ifa #pension #retirement

[Monetary Solutions @MonetarySol]

How much state pension will you get? You can check what you will get at state pension age using this link https://t.co/IYRz2NvNpO

If this shows that you’ll get less than the full amount, you may be able to make voluntary NI contributions to make up the shortfall.

#pension

[Monetary Solutions @MonetarySol]

What are your hopes & plans for your retirement? It may involve spending more time on a hobby, or moving house & changing lifestyle.

We help you identify how much income you will need to live on & what you need to do now to reach your retirement dreams.

#retirement #ifa

[Monetary Solutions @MonetarySol]

You probably review your car and home insurance once a year, but how often do you review the other cover - such as life and health insurance?

You may have no cover at all, or have too much cover as you and your family's needs change. Contact us for a free review.

[Monetary Solutions @MonetarySol]

You use a solicitor to deal with a divorce, but it’s also important to get professional advice on the financial aspect, including pension entitlements, as well.

Contact us for a free consultation.

#divorce #ifa

[Monetary Solutions @MonetarySol]

The world of finance can seem daunting: shares, yield, cash, ISAs, LISAs, fees , bonds. A lot of jargon to learn when you just want a return on your money.

We explain everything and guide you to the right investments for you.

#investments #IFA #jargonbusting

[Monetary Solutions @MonetarySol]

You may not think you need financial advice when going through a divorce, however some financial mattters can be overlooked, such a pension sharing. It is easier to deal with them now rather than after the divorce is settled. Book a consultation to learn more

#divorce #ifa

[Monetary Solutions @MonetarySol]

What is a care fees annuity, and do you need one? Not necessarily, but it can provide a far greater income for a given amount invested, when compared with mainstream investments.

Find out more https://t.co/IC4rOHzmgl

#carefees #annuities #ifa

[Monetary Solutions @MonetarySol]

The inheritance tax limit has not been increased for a long time so its a good idea to start planning for how your estate will be dealt with tax efficiently.

We can help you understand your options and make it easier for your loved ones after you have gone.

#IHT #IFA #Planning

[HM Revenue & Customs @HMRCgovuk]

We launched an Inheritance Tax Checker which is a guidance tool and will confirm whether you need to fill in an IHT400 form, or if you can report the value of an estate on your probate application. You can find it here https://t.co/sqoVgKmXLH