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joslin rhodes estate planning whch trust can you trust
24 Mar
Estate Planning

Which Trust Can You Trust?

  • January 28, 2021
  • By author-avatar jradmin
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Why a Will Trust and a Lifetime Trust are completely different when it comes to protecting your assets from care fees.

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24 Mar
Estate Planning

Meet the Team: In Conversation with…

  • January 28, 2021
  • By author-avatar jradmin
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David joined Joslin Rhodes in 2018, working to build on its already good position in the pension and retirement planning sector.

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joslin rhodes protect team in office
24 Mar
Ask the Experts, Estate Planning

Meet the Team: Protect

  • February 5, 2021
  • By author-avatar jradmin
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Protect are the estate planners who’ll make sure your money, property and other assets are protected from potential risks.

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24 Mar
Estate Planning

12 Reasons a Will is a Good Idea

  • March 24, 2020
  • By author-avatar jradmin
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Many people assume if they don’t have a Will, things will just be shared out between their loved ones but there are some instances when this might not be the case. It’s also possible disinherit them without realising it, which makes setting your wishes out in a Will an important decision.

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couple enjoying retirement holding hands
24 Mar
Estate Planning

What’s Second Spouse Syndrome?

  • February 5, 2021
  • By author-avatar jradmin
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Second spouse syndrome is a relatively modern issue. This is largely due to changes in society and a greater prevalence of wealth among the masses.

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avoiding care fee traps joslin rhodes
24 Mar
Estate Planning

How Can I Avoid Care Fee Traps?

  • February 5, 2021
  • By author-avatar jradmin
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Care fees can be expensive, particularly if you’re not prepared for how much they’ll be and what assets they’ll take into account.

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woman smiling from joslin rhodes team retirement planning whiteboard
24 Mar
Estate Planning

Why do I Need to Worry About Care Fees?

  • February 5, 2021
  • By author-avatar jradmin
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Factors such as longer life expectancy, higher house prices and increased levels of home ownership mean that more people fall into the category of not only needing care in later life but having the assets to fund it.

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last power of attorney
24 Mar
Estate Planning

Lasting Power of Attorney: Why do I Need it?

  • January 28, 2021
  • By author-avatar jradmin
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As part of this week-long programme focusing on protecting your assets, we’re bringing you a host of articles, myth busters and did-you-knows to make sure you’ve all the information you need.

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24 Mar
Estate Planning

Four Ways your Assets Could be at Risk

  • February 5, 2021
  • By author-avatar jradmin
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As part of this week-long programme focusing on protecting your assets, we’re bringing you a host of articles, myth busters and did-you-knows to make sure you’ve all the information you need.

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Joslin Rhodes Pension & Retirement Planning is a trading name of PlanHappy Investment Management Limited (company number 09511883) which is authorised and regulated by the Financial Conduct Authority, firm reference number 833492. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed.

PlanHappy Pension Specialists is a trading name of Joslin Rhodes Lifestyle Financial Planning Limited (company number 484324) which authorised and regulated by the Financial Conduct Authority, firm reference number 06446109. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.

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  • What We Do
    • Retirement Planning Advice
    • Independent Pension Advice
    • Pension Drawdown
    • Final Salary Pension Transfer Advice
    • Investment and Savings Advice
    • Estate Planning Advice
    • Book your free online meeting
  • How We’ll Help
  • Who We Are
    • Meet The Team
  • Blog
  • Contact Us
    • Book my free consultation
    • Meeting Options
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