What is a lasting power of attorney (LPA) and do I need one?
Posted by siteadmin on Wednesday 28th of February 2024
What is a Lasting Power of Attorney (LPA) and do I need one?
A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people to make decisions on your behalf during your lifetime. The people you appoint to manage your affairs are called the attorneys. An LPA is a completely separate legal document to your will although many people put them in place at the same time as getting their will written, as part of planning for their future.
What does a Lasting Power of Attorney (LPA) cover?
There are two typ...
Do you keep meaning to sort out your will? We can help you.
Posted by siteadmin on Wednesday 28th of February 2024
Do you keep meaning to sort out your will? We can help you.
Life is busy, we get it. But is anything more important than being in control of your future? Recent research* suggests that only 44% of UK adults have made a will, which means that you’re far from alone if you haven’t yet got around to completing what, for some, appears to be a daunting task.
It’s always worth bearing in mind that if you die without a will, the law decides who inherits everything you own (your assets) according to certain criteria called ‘intestacy rules’. So y...
The Omnis Investment Club Podcast: 26th February 2024
Posted by siteadmin on Wednesday 28th of February 2024
Would you use Social Media for Financial Advice?
Posted by siteadmin on Monday 19th of February 2024

Annual Allowances: Use them or lose them
Posted by siteadmin on Monday 19th of February 2024


Maximise your tax annual allowances. Don’t miss the deadline on April 5th. We can help. Get in touch. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen
ISA Allowances - which ISA will you choose?
Posted by siteadmin on Monday 19th of February 2024

Maximise your tax annual allowances, make the most of your ISA.
Don’t miss the deadline on April 5th. We can help. Get in touch. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.
The Omnis Investment Club Podcast: 19th February 2024
Posted by siteadmin on Monday 19th of February 2024
The Omnis Investment Club Podcast: 12th February 2024
Posted by siteadmin on Monday 12th of February 2024
The Omnis Investment Club Podcast: 5th February
Posted by siteadmin on Friday 9th of February 2024
How Healthy will your 2024 be?
Posted by siteadmin on Monday 29th of January 2024
Have a healthy new year with the additional health services included in your protection insurance
As a new year begins you may want a fresh start for you and your families’ health. Did you know that many insurance policies offer access to a range of health and wellbeing services that can help? You also don’t need to make a claim to use them as your protection policies aren’t just there for when things go wrong.
Often called added value benefits, these services can help you and your family start or maintain good health and make your lives e...
