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      • Types of equity release schemes
        • What Is a Lifetime Mortgage?
      • Equity Release Interest Rates
      • Equity Release Age Limits
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      • Whats the catch with equity release?
      • Equity Release To Buy A Second Property
        • Equity Release Vs Remortgaging
      • Equity release and Death
        • Does Equity Release Reduce Inheritance Tax?
      • Equity Release Council
      • Alternatives to Equity Release
      • Will Equity Release Affect My Benefits
      • Does Equity Release Affect Your Credit Score
      • Equity Release Solicitors What do they do and why are they needed?
      • The Best Equity Release Providers In The UK
      • Can Equity Release be Missold?
      • Can Equity Release be Paid Off Early
      • Is Equity Release Regulated by FCA
      • How Long Does The Equity Release Process Take?
      • Equity Release and Deprivation of Assets
    • Pension & Retirement Planning Advice
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      • When can I retire (Age Breakdown)
      • What is the most important part of retirement planning?
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        • What’s the difference between Final Salary (Defined Benefit) and Defined Contribution pensions?
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      • Ill Health & Terminal Illness Retirement
      • What is Money Purchase Annual Allowance (MPAA)
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Joslin Rhodes
10 Apr
Estate Planning

How to avoid inheritance tax with a trust

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How to avoid inheritance tax with a trust Trust’s are seen by some as a way of escaping inheritance tax. The truth is, a trust is used...

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10 Apr
Estate Planning

How to claim power of attorney

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How to claim power of attorney If you submitted an application for Power of Attorney to the Office of Public Guardian between 1 Apri...

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10 Apr
Estate Planning

How to fill in the lasting power of attorney form

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How to fill in the lasting power of attorney form When you’re choosing what sort of decisions you need help with, there are two kinds ...

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01 Mar
Estate Planning

How long does a lasting power of attorney last (Forever? POA)

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How Long Does a Lasting Power of Attorney Last (Forever? POA) There are two types of Lasting Power of Attorney in the UK. Health and...

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

Which Trust Can You Trust?

  • January 28, 2022
  • 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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what is inheritance task joslin rhodes staff
24 Mar
Estate Planning

What’s Inheritance Tax Why Should I Care?

  • September 3, 2021
  • By author-avatar jradmin
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When you die, inheritance tax is paid at 40% on the amount of your estate over the Nil Rate Band Threshold.
Here we’ll look at how it’s worked out, what allowances, rules and exceptions there are and ways to reduce your liability.

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will writing probate and estate planning couple
24 Mar
Estate Planning

12 Reasons a Will is a Good Idea

  • June 30, 2021
  • 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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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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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
    • Pensions Advice & Retirement Planning
    • Equity Release Advice
    • Estate Planning Advice
    • Final Salary Pension Transfer Advice
  • Who We Are
    • Meet The Team
  • How We’ll Help
  • Contact Us
  • Blog
    • Equity Release Advice
      • Types of equity release schemes
        • What Is a Lifetime Mortgage?
      • Equity Release Interest Rates
      • Equity Release Age Limits
      • Equity Release For Home Improvements
      • Whats the catch with equity release?
      • Equity Release To Buy A Second Property
        • Equity Release Vs Remortgaging
      • Equity release and Death
        • Does Equity Release Reduce Inheritance Tax?
      • Equity Release Council
      • Alternatives to Equity Release
      • Will Equity Release Affect My Benefits
      • Does Equity Release Affect Your Credit Score
      • Equity Release Solicitors What do they do and why are they needed?
      • The Best Equity Release Providers In The UK
      • Can Equity Release be Missold?
      • Can Equity Release be Paid Off Early
      • Is Equity Release Regulated by FCA
      • How Long Does The Equity Release Process Take?
      • Equity Release and Deprivation of Assets
    • Pension & Retirement Planning Advice
      • Can I retire at 55?
      • When can I retire (Age Breakdown)
      • What is the most important part of retirement planning?
      • Pension Consolidation
      • Final Salary Pension Transfer Advice
        • What’s the difference between Final Salary (Defined Benefit) and Defined Contribution pensions?
      • Defined Contribution Transfers
      • Pension Drawdown
        • Annuity Vs Drawdown
        • Claiming tax back on pension drawdown
        • How long does pension drawdown take?
      • Annuity Pensions
      • State Pension
        • When Can I Retire?
        • National Insurance Contributions (NICs)
      • Do you pay tax on a SIPP?
      • Are you emotionally ready to retire?
      • Can I Retire and Still Work?
      • Ill Health & Terminal Illness Retirement
      • What is Money Purchase Annual Allowance (MPAA)
      • What is an AVC Pension?
      • Bonus Sacrifice – How to save tax
      • Pension Sharing Order
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