46: Unmarried Couples & Financial Planning: Protecting Wealth, Property & Pensions

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Retire Well with Wealth of Advice

Wealth of Advice

46 episodes

4 days ago

An educational podcast which focuses on helping you Retire Well, brought to you by Financial Planners at Wealth of Advice. We'll chat about our own experiences with clients, how we helped with their retirement journey and what you need to know to make sure you can Retire Well. Insights on pensions, investments, retirement plans and more, Retire Well hopes to make your retirement dreams a reality. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

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46: Unmarried Couples & Financial Planning: Protecting Wealth, Property & Pensions

Retire Well with Wealth of Advice

24 minutes 8 seconds

4 days ago

46: Unmarried Couples & Financial Planning: Protecting Wealth, Property & Pensions

In this episode of Retire Well, Matthew and Joe dive into the essential financial planning considerations for unmarried couples. With cohabiting couples now the fastest-growing family type in the UK, it's more important than ever to understand how to protect your wealth, property, and loved ones.

They cover:

Why wills and powers of attorney matter
Property ownership: joint tenants vs tenants in common
Pension death benefits and nomination forms
Life insurance and family income benefit
Inheritance tax implications for unmarried partners
The myth of “common law marriage” in the UK

Whether you're in a long-term relationship, a second partnership, or simply exploring your options, this episode is packed with practical advice to help you plan with confidence.

Got a question or scenario you'd like us to cover? Email us at retirewell@wealthofadvice.co.uk or leave a comment below.--TALK TO USCall us: 0191 384 1008Email us: retirewell@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.