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Please download from our selection of guides on key financial advice and investment topics.
Get in touch if we can help with these, or any other questions you might have.
The true value of financial planning
At Holden & Partners, we believe financial planning is about so much more than investment returns. It’s about using your wealth to achieve your goals and aspirations while giving you peace of mind and confidence.
Creating your financial plan
At Holden & Partners, we help our clients to achieve their goals. We know that each person is an individual, with their own unique hopes and aspirations for the future.
Why you need a will and lasting power of attorney
Writing a will is a task that many of us find easy to put off. After all, who wants to think about illness and death? People often intend to plan their will later in life, and some don’t even consider a lasting power of attorney (LPA).
Your guide to pension saving
A main financial planning aim for many people is reaching ‘financial independence’ – the point at which they can use their savings and investments to maintain the lifestyle they want without necessarily having to continue working.
The importance of financial protection
A good financial plan needs the right measures in place to make sure you and any family members are financially secure whatever the future brings, including in the event of serious illness, accident or death.
Your guide to inheritance tax
The combined effect of rising property values, positive investment returns and a freeze on the tax-free threshold, means more people than ever are paying Inheritance Tax (IHT).
Your guide to equity release
Although equity release has been around since the 1960s, it came to prominence in the late 1980s and has often received a mixed press.
Since then, the market has developed significantly with a wide range of products available.
Planning for care
Many people have considered their retirement by the time they reach middle age, working towards building enough funds for a good quality of life and maybe holidays or exciting activities.
