Fit to Retire

page of Fit to Retire Ltd, offering advice on Wills, Trusts and LPA.

Investment Returns - The Good, The Bad & The Average 18/02/2023

https://www.fittoretire.co.uk/post/investment-returns-the-good-the-bad-the-average

Investment Returns - The Good, The Bad & The Average In a recent Hargreaves Lansdown article, variable investment returns through diversification were highlighted as a very positive result. Why, you might ask, are variable returns positive? Surely the best returns are positive and anything less is a poor result? Here is what they concluded: Diversific...

Inheritance Tax Planning 18/02/2023

https://www.fittoretire.co.uk/post/inheritance-tax-planning

Inheritance Tax Planning Inheritance tax planning was once something only considered necessary by the rich, but over the years a combination of rising house prices, inflation, "frozen" tax allowances and other factors, have created an environment where it is now quite common for many people to exceed the total asset level w...

Is Dorset The Best Place To Retire In England & Wales? 18/02/2023

https://www.fittoretire.co.uk/post/is-dorset-the-best-place-to-retire-in-england-wales

Is Dorset The Best Place To Retire In England & Wales? Dorset came top of a list of the best places in England and Wales to retire, in a 2014 report scoring highly for quality of life factors such as good health, property ownership and marriage. The Independent article outlining the details suggested that in an analysis done using Office of National Sta...

What Is A Trust? 07/02/2023

Have you ever considered a trust to help manage your estate planning?

Here is a short article on trusts and some of the reasons they are increasingly considered in order to protect assets for family and loved-ones.

What Is A Trust?

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