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It’s never too early or too late to plan for the financial future you want.
Could your property be part of your plan?
If you own your home, it could be your biggest financial asset. If you do, then it could also be a source of income for you in later life. We can help you to understand your options and see what could work for you. But, it’s important to consider your options carefully.
If selling your home becomes part of your plan, you want to make sure that it makes good financial sense. Consider how much your home is worth, how the housing market is performing and whether you are ready to sell your house. Above all else, you need to be sure that moving house is right for you and your lifestyle.
As part of our wider group, we can introduce you to the Lloyds Bank Estate Administration Service. If you need support and guidance with any aspect of administering an estate, such as applying for Grant of Probate and would like to find out more about our services, please contact us on 0800 056 0171 (or +44 1733 286 482 if calling from abroad). Lines are open Monday to Friday, 9am – 5pm. Calls may be monitored or recorded.
Our initial support and guidance is fee free and without obligation. If you think the service is right for you, we will explain our fees and charges to act as Executor or Administrator to an estate. Fees and charges for our services are charged to the Estate.
Managing your pension may feel a little complicated. We have some information to help you to work through the options. We can also help you find any lost pensions and understand what pension you may be entitled to claim.
Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.