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.
Basic Financial ReviewGet overview of your financial position
- Clear Picture Of Your Situation
- Handy Visual Guide
- Goal Setting Advice
- Your Questions Answered
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.
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.
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.
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.
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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