Planning for Your Future
We offer help in planning for your future in a number of ways. We can talk to you about your retirement plans before you retire. We can help you explore all the options available to you and look at steps you might want to take to provide for yourself or your family.
We can help you to understand what options are available for you when you retire. We can help you with planning making changes to your finances. However, this is not just about looking at changes in your finances; retirement is a new phase of life and can be the opportunity for you do things you wouldn’t be able to whilst in work. Many people chose to volunteer in an area that interests them, we have a number of volunteering options at Age Connects Morgannwg, or we can help you to find other opportunities.
Making a Will
Age Connects Morgannwg has seen a marked increase in the number of enquiries relating to making a will. We are very aware that writing a will can be viewed as costly and complicated, frequently involving difficult decisions and forcing individuals to consider issues that can be upsetting. As a charity working with and for older people we recognise these issues but also wish to focus on the very positive benefits of making a will such as financial peace of mind in later life.
To find out more about our Will Writing Scheme click here.
Planning Your Funeral
Thinking about end of life issues is something most of us avoid but, inevitably, we will all have to think about the arrangements that need to be made when the time comes. We have a partnership with advant~age and Golden Charter to bring you a range of great quality, affordable Funeral Plans to put your mind at rest.
Call us for more information on this and all our other advant~age products on (01443) 490650.
Monthly Financial Planning Surgery
We offer free, impartial financial and tax advice in our monthly surgery that can help you with your current situation and how you’d like your future to look. In our surgery we can provide you with help and support on:
- Tax and tax reclaims
- Wills and power of attorney
- Estate Planning
- Funeral plans and long term care
Call us to find out more or to book an appointment on 01443 490650.