Portal Financial Planning Ltd.

Portal Financial Planning Ltd. INDEPENDENT FINANCIAL ADVISERS. Pensions, Investments, At retirement. Investments. Retirement planning.

28/04/2026

Happy to be sponsoring the Rowley Lane Colour run again this year. Hoping for a great day! ☀️

Experts on Retirement planning, Pensions, Investments and Savings.
24/09/2025

Experts on Retirement planning, Pensions, Investments and Savings.

Having our new website photos taken today.
22/09/2025

Having our new website photos taken today.

08/05/2025

Who will care for your best friend?

Did you know you can write a Will that includes provisions to ensure your pets are cared for after your death. This typically involves naming a guardian or caretaker and potentially providing funds for their future care.

While you can't directly leave money or assets to a pet in a will, you can specify how you want your pet to be cared for and who you trust to do so.

Your will should name a person you trust to take care of your pet. This person will be responsible for your pet's daily needs, such as food, shelter, and medical care.

You can also include a clause in your will that provides financial support for your pet's care. This can be a specific amount of money or a portion of your estate.

You'll have peace of mind knowing your pets will be safe and loved, and can also ease anxiety about the future, especially if they rely heavily on you.

Don't put it off another day, get in touch to discuss your requirements and to make a face to face appointment.

Call Richard on: 07712 328 368

Find out more on our website:
https://www.haighswills.co.uk

07/03/2025

My name is Richard and I'm a professional Will writer and Estate Planner based in Huddersfield. I specialise in Wills, Trusts and Lasting Power of Attorney.

Anyone at any age should have a Will in place, don't put it off another day, get in touch to discuss your requirements and to make a face to face appointment in the comfort of your own home.

Call on: 07712 328 368

Find out more on our website:
https://www.haighswills.co.uk

Portal Christmas do 2024
06/12/2024

Portal Christmas do 2024

12/11/2024

How do I protect my home and assets from Care Costs?

• Your home may have to be sold to pay for your Long Term Care Costs.

• Your savings and investments could be wiped out.

• Any income would be assessed and used towards the cost of your Care.

• Your children and grandchildren could lose their entire inheritance.

Most of us work very hard over the years to buy our own homes and build up our savings for our retirement and would like to leave a 'little something' for our children and grandchildren after we are gone.

Unfortunately, the costs involved in moving into a care home can literally wipe out your entire savings and your home may have to be sold to pay for Care fees.

This could mean that your loved ones could receive very little, or even nothing at all of what you originally intended them to have.
When someone enters Care they are automatically 'means tested' and ALL of your assets, including your home are taken into account. Only those who have very few assets will escape the costs of Care.

So what can be done?

Firstly, it is important to safeguard your home and the first step is to look at the way you currently own your home. The majority of people own their homes jointly, which means that on first death, the survivor would then own 100% of the full property value, this is when your home becomes vulnerable to attack from Care.

Simply changing the way you own your home to what is known as 'Tenants in Common', combined with the appropriate Trust planning, will effectively ensure that your property is fully protected should either of you enter Care.

If you're interested in protecting your home from possible Care Home fees using a Trust Will please get in touch. We're able to advise on all aspects of Care Planning and provide you with the correct strategy to ensure that ALL your assets are protected

Please don't put it off another day, get in touch to discuss your requirements and to make a face to face appointment.

Call us on: 07712 328368

Find out more on our website:
https://www.haighswills.co.uk/making-a-will/

03/11/2024

Grieving families will soon face the prospect of having to pay out tens of thousands of pounds to the taxman on pensions that they inherit. Retirement pots are a uniquely efficient way of passing on wealth to the next generation — they typically do not form part of your estate and are free from in...

23/10/2024

Retiring early can offer more years of leisure and personal fulfilment – but it also means your savings need to last longer.

Our latest guide will help you understand the importance of goal setting, building your Pension savings, maximising tax relief and more.

https://www.truepotential.co.uk/blog/your-guide-to-an-early-retirement/

Capital at risk.

Address

Heritage Exchange, Lindley
Huddersfield
HD33HR

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441484599200

Website

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