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Chartered Accountants & Chartered Tax Advisors

Phone: 01753 888211 - Email: info@nhllp.com

Nunn Hayward’s Later Life Planning Series

We have compiled four documents dedicated to Later Life Planning. We hope this will help you with your future planning.

Here we provide you with the following:

  1. Later Life Planning Journal
  2. IHT Regular Gifts of Surplus Income
  3. Lasting Power of Attorney
  4. Useful information following Bereavement

Later Life Planning Journal

This journal provides you with a place to document all of your important information, including your personal details, information pertaining to your Will, financial plans, power of attorney, later life wishes and more, all in one place. 

Things to consider when completing your Journal:

  • You can choose the sections that are important to you.
  • You can fill in a hard copy version or an electronic copy, it's up to you. Should you choose the latter, please remember to password protect it and communicate its whereabouts to someone close. If you complete it in hard copy, find a safe place to keep it, such as with your Will, and let your family or close friends know where it is stored.
  • Your circumstances may change over time, so think about updating it once a year or more frequently if needed.
  • If you think this Journal would help your friends and family, please feel free to pass a copy on to them.

Download this HERE:

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IHT Regular Gifts of Surplus Income

Here we look at the following :

  • Normal Expenditure
  • Income
  • Usual Standard of Living
  • Record Keeping

Download this HERE:

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Lasting Power of Attorney

Here we outline the importance of having a Lasting Power of Attorney (LPA).

Read our Broadcast on Lasting Power of Attorney where we explore the logistics of what to do if you do not have this in place and what this could mean for you and your family.

Download this HERE:

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Useful Information following Bereavement

The fourth document of our Later Life Planning series explores what to do following bereavement. Here we provide you with some useful information and links that may help if at some point you need support.

Download this HERE:

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What to do Next

We hope you have found these documents of some interest. If you need assistance with any aspects of your Later Life Planning, we would be happy to guide you through this. Contact a member of the team on 01753 888211 or email info@nhllp.com.