At Dane Valley Financial Services, we provide personal financial advice to private and corporate clients. Planning for the future, for family or business, is one of the most important steps you'll ever take. We provide a face to face, personal service based upon excellence.
Can I gift assets to avoid paying care home fees?
Our guide explores who qualifies for help towards social care and care home costs. It also looks at the complex rules around gifting assets and how this is viewed under the means test for care fees.
https://t.co/bM7yxSfTXE
Changes to inheritance tax (IHT) rules which will bring pensions into scope from next April are changing how people think about retirement planning, with more turning once again to annuities.
https://t.co/MOZHYwYZvO
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Women are earning, creating, inheriting and managing more wealth than ever before. Yet research suggests this is not matched by greater confidence or engagement with long-term financial decisions.
https://t.co/GzQjA3t8FD
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Nobody likes to think of themselves as being vulnerable, but the reality is that all of us will likely experience periods of vulnerability at some stage in our lives.
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What is protection and why do I need it?
The value of protection insurance is clear. Cover brings peace of mind that the people you care about most will have a financial safety net should the worst happen.
https://t.co/Zm5AqfWSRx
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Members of staff will be taking a hydration break between 13:00-14:00. We will respond to calls and emails after this time. Thanks in advance.
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Is downsizing the right move for you?
Taking financial advice can help make sure you downsize at the right time, and for the right reasons.
https://t.co/aQzsCWBbrs
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With the recent record-breaking IPO of Elon Musk’s space and AI company SpaceX, we answer some of your questions.
https://t.co/9OmENMlzBe
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The US and Iran have agreed on a framework peace agreement, announced late on Sunday and due to be signed later this week.
https://t.co/6xPdB4HNAb
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Unmarried co-habiting couples could benefit from increased financial security under government proposals set out in a newly launched consultation.
https://t.co/blzwH6tOdU
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Millions of workers are not saving enough for retirement, risking a cliff-edge drop in income when they stop working, a new report shows…
https://t.co/hvqcTXjLE7
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