Living Together? Your rights on pensions, inheritance & tax

Despite the increasing trend for people to live together many couples are unaware that if their partner dies they might not get everything they thought they would.

This is especially true in relation to what you get from a pension scheme or your partner’s estate.

It’s quite a minefield for most people to navigate . Don’t worry we’ve found for you a great guide for you to read. This looks at your rights if you’re in this position and gives you some great Top Tips to have a look at. You can click through to the guide here.

It’s a sad fact that many couples take longer to organise a two week holiday than they do to sort out what happens if one of them gets sick or dies.

To help further 44 Financial Ltd offers a comprehensive review service that will help you avoid these pitfalls. We’ll look at all your finances and wishes for the future and give you advice and pointers on things like inheritance, pension benefits. and protection for you and your partner if you are sick or die. We’ll also work with your solicitor if you have one to make sure that everything is done properly.

To arrange a free initial consultation email us here.

And last but not least a big thank you to those nice legal people at DMH Stallard  for sending us the guide.

Steve Clark

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