Financial Contentment

We're here to make you #moneyhappy

[Financial Contentment @fintentment]

At the going down of the sun and in the morning
We will remember them.

#RemembranceDay

[Financial Contentment @fintentment]

You may have more financial assets than you think!

When you actually categorise your assets you may have more than you think which is why you should #makeawill decide how your #estate should be split.

#assets #pension #savngs #shares #holidayhome #secondhome #boat #premiumbonds

[Financial Contentment @fintentment]

Are you approaching retirement and if so, have you reviewed what #assets you have & whether you’re making the most of the #taxefficient #savings available to you

#financialcontentment #ISA #juniorISA #pension #pensioncontributions #IHT #bankofmumanddad #annualgiftingallowance

[Financial Contentment @fintentment]

There are literally millions of people who have no plans for what happens with their finances after they retire, they see it as tomorrows problem and tomorrow might come more quickly than you think.

#financialfuture #moneyhappy #financialcontentment

[Financial Contentment @fintentment]

Happily married or unexpectedly single?

Research shows often one person is in control of the #finances in a house, if that sounds familiar, what would you do if that person was no longer around?

#moneyhappy #financialcontentment #takecontrol #takecontrolofyourfinances

[Financial Contentment @fintentment]

As Benjamin Franklin once said, “An investment in knowledge pays the best interest”, if your child’s #universityfees have come to an end, ask yourself what will you do with that money?

#income #university #universityfees #freedom #knowledge #financialplanning #moneyhappy

[Financial Contentment @fintentment]

Our Top Five Financial Housekeeping Tips:

Review your #Will
#traceandtrack your #lostpensions
Check your #NationalInsurance
Review your #FinancialProtection
Use your #giftallowance

#financialcontentment #topfivetips #toptips

[Financial Contentment @fintentment]

Could you make money from your #sidehustle?

Do you enjoy #crafting, #creating #websites, do you want to #tutor, could you rent your house out on #Airbnb?

So what would u love to earn money from?

#earnings #extraincome #additionalincome #multilevelmarketing #crafts #gifts

[Financial Contentment @fintentment]

Whether you have #wholeoflife #decreasingterm #jointlifeinsurance #termassurance or #singlelifeinsurance, the key to finding the right policy is making sure there will be enough money provided to cover what you need in the event of your demise.

[Financial Contentment @fintentment]

#pensionfreedom introduced by HM Government in 2015 means you now have many more options on how you can access funds in your pension including (not limited to) buying an #annuity, #flexiaccess #drawdown, but always take #financialadvice before you make any decision

[Financial Contentment @fintentment]

How many #cars are there in your #household and would you benefit from a #familyfleet policy?

Maybe consider it when your next policy is due for renewal.; it would be one set of paperwork and one #premium making you #moneyhappy.

[Financial Contentment @fintentment]

Do you own any one of the following:

#home
#holidayhome
#caravan
#lodge
#rentalproperty
#pension
#savings
#shares
#ISA
#premiumbonds
#ownbusiness

If so, make sure you’ve made a #will!

[Financial Contentment @fintentment]

Are you part of a #blendedfamily?

If so, ensure your #will is up to date and consider speaking to a #financialadviser to create a plan which is both secure and #taxefficient

#financialcontentment #moneyhappy #wills

[Financial Contentment @fintentment]

Handy hints for a #summer2020 #holiday

Is where you want to go #opentobrits, does it have an #airbridge?

Is there a #quarantine in force when you get there?

What #socialdistancing measures are in place at your destination?

Do u have #travelinsurance incl #covid19 cover?

[Financial Contentment @fintentment]

Think about this; when was your #houseinsurance last reviewed?

Do you know the #policy #securityrequirements?

What are the #policylimits for your #valuables?

As your home is the biggest single purchase you will ever make, it pays to check the #smallprint to protect it!

[Financial Contentment @fintentment]

Having building work done at home? Make sure you tell your #houseinsurer BEFORE you start!

#houseinsurance #household #buildingworks #contractworks #renovations #knowledge #knowledgeispower #control #financialcontentment

[Financial Contentment @fintentment]

Are your #Jewellery and #watch #valuations up to date? Check with your #householdinsurance on how often they need them updating to make sure you are adequately covered in the event of a #claim

#houseinsurance #household #valuations #moneyhappy #financialcontentment

[Financial Contentment @fintentment]

BEFORE you share your #holidaypics with all and sundry on social media, think! You could be advertising to would-be burglars that your #house is #unoccupied.

If you’re going on a #longstay holiday, check if #conditions apply,

#houseinsurance #household #holidays #holidayhome

[Financial Contentment @fintentment]

What is pension freedom?

Under #pensionfreedom regulations you can access your #pension savings from 55, make sure you speak to a #financialadviser who will guide you through this.

#whatispensionfreedom #pension #haveaplan #moneyhappy #financialcontentment

[Financial Contentment @fintentment]

Are you #planning for your #future?

If so, think about these three things:

Where do you want to be in 5/10 years & beyond?
Do you need access to your #money in the next few years?
How much do you need for a ‘good’ quality of life in your #retirement?