Finance Q&A’s Main Residence Mortgage Whether you’ve reached the end of your current mortgage term, are looking to take the first step on the property ladder, or are simply in search of a better deal, it’s good to know what the mortgage market has to offer. To help find the best option for your circumstances, … Read More
Portfolio Services Q&A’s Key Person Cover Key person insurance protects businesses when someone integral to the company dies or becomes unable to work due to ill health. Lakeside Financial Adviser, James Foster, explains how to identify a ‘key person’ and outlines the benefits of such cover.
Finance Q&A’s Family Life Insurance Taking out life insurance to provide financial support to your family in the event of your death seems like an obvious step to take. However, with varying policies offering different terms and payouts, deciding which is correct for you can be somewhat overwhelming. To help, Lakeside Financial Consultant, Andrew Tillotson, … Read More
Finance Q&A’s Property Protection Trust in Wills Putting your share of property into trust in the event of your death will protect both your surviving spouse and your beneficiaries. Lakeside Practice Principal Matthew Hibbert explains how…
Finance Q&A’s Pension Tax Relief For Individuals Are you making the most of your pension tax relief? Lakeside Technical Specialist Adam Chambers explains how it’s calculated for individuals, at what point it’s capped, and alternative saving options should you exceed your contribution limit.
Finance Q&A’s Family Income Benefit Life Insurance Family income benefit life insurance helps ensure your loved ones can maintain the lifestyle they’re accustomed to following your death via regular payouts to cover ongoing bills and living costs. Lakeside Financial Consultant Rebecca Venton explains how such policies work and their key benefits.
Portfolio Services Q&A’s Lakeside Investment Platform Powerful and cost-effective, the Lakeside Investment Platform offers excellent benefits for clients. Lakeside Compliance Director and Investment Committee Member, Nathan Hibbert, explains how the technology works.
Finance Q&A’s Mortgage Life Insurance To avoid burdening loved ones with debt following your death it’s critical to have the right cover in place. Lakeside Financial Consultant Rebecca Venton, talks mortgage life insurance options and benefits.
Finance Q&A’s Executors and their roles Appointing an executor of a will requires great consideration to ensure the person has the knowledge and ability to handle the legal responsibilities that come with the role. Lakeside Practice Principal Matthew Hibbert outlines the main duties of an executor and advises on how to select someone competent of … Read More
Finance Q&A’s Buy-To-Let Mortgages Property can be an exciting and rewarding investment, but it’s important to be aware of the implications that a buy-to-let mortgage can bring before entering the market. Lakeside Financial Consultant, Ed Brook, highlights the extra costs to watch out for.
Finance Q&A’s Income Protection While you can’t predict the occurrence of a serious illness or an accident, you can have cover in place to support you should you be unable to work whilst recovering. Lakeside Financial Consultant, Rebecca Venton, outlines the purpose and benefits of income protection insurance.
Finance Q&A’s Secured Loans If looking to raise funds, a secured loan can offer an alternative to remortgaging, though it’s not without risks. Lakeside Client Liaison and Mortgage Administrator, Sarah Leach, explains the pros and cons that come with this type of borrowing. What is a secured loan? S: A secured loan operates exactly … Read More
