Finance Q&A’s Bridging Loans Commercial finance comes in various forms to assist with a host of business-related expenses. Here Lakeside Financial Adviser James Foster looks at the main types of commercial loans and highlights the importance of working with a specialist broker to find the most suitable option.
Finance Q&A’s Bridging Loans Bridging loans can be a flexible and convenient way to raise funds when time is of the essence, but they come with their fair share of risks, too, as Lakeside Financial Adviser James Foster explains…
Finance Q&A’s Debt Consolidation Consolidating numerous debts into just one pot can help save time, money and stress. However, it’s not entirely without its risks, as Lakeside Financial Adviser James Foster explains…
Finance Q&A’s Retirement Options Saving for your retirement is essential to ensure you can live comfortably once you finish work…but when should you start, and how do you pick the right retirement option to suit? Here Lakeside Technical Specialist, Adam Chambers, talks retirement planning, savings and solutions.
Finance Q&A’s DFM Models Offering all elements of discretionary fund management (DFM) internally means Lakeside investment managers can provide a highly reactive, cost-effective and risk-managed service exclusively to clients. Lakeside Compliance Director and Investment Committee Member, Nathan Hibbert, explains how such investment models work.
Finance Q&A’s Discretionary Trusts in Wills Discretionary trusts in wills pass decisions on how and when your estate is distributed to a trustee, who makes judgement calls on your behalf following your death. Lakeside Practice Principal Matthew Hibbert talks through the process as well as potential pros and cons.
Finance Q&A’s General Investment Accounts General Investment Accounts (GIA) offer greater flexibility than alternative saving options, such as ISAs and pensions. Still, they’re not without their drawbacks, as Lakeside Technical Specialist Adam Chambers explains.
Finance Q&A’s Guardian Role Why should you appoint a guardian in your will? Lakeside Financial Consultant Rebecca Venton explains the reasons for doing so and outlines the role’s key responsibilities.
Finance Q&A’s LPA Financial Affairs – Young People Creating a Lasting Power of Attorney (LPA) may be a life admin task associated with old age, but as Lakeside Practice Principle Matthew Hibbert points out, it’s possible to lose your mental capacity at any age. Here he explains the benefits of having an LPA for financial … Read More
Finance Q&A’s Private Medical Insurance Private medical insurance can cover the cost of and speed up accessing treatment for various illnesses and injuries. Lakeside Technical Specialist, Adam Chambers, explains how such policies work.
Finance Q&A’s Critical Illness – Family Protection Family protection critical illness cover helps provide financial security for you and your loved ones should you suffer a serious medical condition. Lakeside Financial Adviser, James Foster, explains how the cover works and highlights key factors that affect the cost of such policies.
Finance Q&A’s LPA for Health & Welfare (old age) Appointing a Lasting Power of Attorney (LPA) ensures someone you trust can legally make decisions on your behalf when you are unable to do so. Here, Lakeside Compliance Director Nathan Hibbert, specifically explains the benefits of having an LPA for Health & Welfare in old age. … Read More
