Growing & Sprouting:

Build Your Financial Future

1. Prioritise Your Spending.

2. Mortgage Advice: Get On The Property Ladder.

3. Marriage, Children & Protection.

4. Co-Habitation Queries.

5. Managing Your Taxes.

BUILD YOUR FINANCIAL FUTURE: PRIORITISE YOUR SPENDING

1. Prioritise Your Spending

Have a quick think: How many Direct Debits are current leaving your account each month, and what are they all for? Everyone can get bogged down by financial detritus. If it’s been a while since you last tracked your spending, check what you’re paying, who you’re paying it to, and whether it’s worth it. 

BUILD YOUR FINANCIAL FUTURE: 2. MORTGAGE ADVICE: GET ON THE PROPERTY LADDER

2. Mortgage advice: Get on the property ladder

If you’ve managed to get your deposit together, well done! Now take a deep breath, there’s still a lot to do. Greenway can help you out by doing a Pre-Mortgage Review, checking what you’ll probably be approved for, and any potential pitfalls on the way to your first home.

BUILD YOUR FINANCIAL FUTURE: 3. MARRIAGE, CHILDREN & PROTECTION

3. Marriage, Children & Protection

There’s probably a lot of people you’re grateful to have in your life right now, and they’re grateful to have you too. It’s time to talk about Life Insurance. Nothing can replace you or your partner, but Life Insurance can make sure they’re looked after. Equally, if you’ve already got Life Insurance, but your circumstances have changed, it’s time to check your policy and make sure it’s working for you.

BUILD YOUR FINANCIAL FUTURE: 4. CO-HABITATION QUERIES

4. Co-habitation queries

‘Will you marry me for tax purposes?’ is the least romantic sentence in the world. If marriage isn’t the right path for you, you’ll need to arrange things a bit differently for yourselves. Greenway can help with protection policies, and give you vital information about inheritance tax implications. 

Build your financial future 4. CO-HABITATION QUERIES
5. Managing your taxes

Taxes are a constant, but their values aren’t. Getting married can usually have positive tax implications for you and your partner. Equally, while you may not be jumping for joy at getting older, you can claim larger tax relief for pension contributions depending on your age. It’s never a bad idea to look at your current circumstances and your taxes. 

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