Blog
Sep 2025
Don’t have a will? Here’s how your estate would be distributed under intestacy rules
The number of people passing away without a valid will increased by 25% between 2020/21 and 2023/24. Discover how your estate might be distributed under intestacy rules, and why it’s important to set out your wishes in a will.
Sep 2025
How pension and Inheritance Tax policy changes could affect your legacy
From April 2027, pensions are expected to fall within your estate. This may mean reviewing your estate plan or that you need to consider Inheritance Tax for the first time. Find out more about the policy change and why it could affect your legacy.
Sep 2025
5 challenges a financial midlife MOT could help you overcome
Your midlife can be an exciting time. It might also present some new challenges, such as retirement planning with a partner or supporting elderly relatives. Arranging a financial midlife MOT could help you overcome obstacles and feel more confident as you prepare for the next chapter.
Sep 2025
3 ways behavioural bias could affect your approach to estate planning
Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. Read about three ways biases could influence how you approach estate planning.
Sep 2025
Planning for care: How to set out your wishes
Planning for the possibility of needing care can be daunting, but it also provides you with a sense of control and a chance to set out what your wishes would be. Read about five steps you could take to ensure you receive your preferred form of care if you need support in the future.
Jul 2025
8 interesting podcasts that are perfect if you want to learn something new
Podcasts are growing in popularity, but with thousands to choose from, it can be difficult to find one that captures your interest. Discover eight podcasts that are perfect if you love learning about a range of topics, from history to science.
Jul 2025
Unsure how to access your pension at retirement? Here’s what you need to know
More than half of pension holders don’t know how they can access their savings when they retire. Find out more about annuities, flexi-access drawdown, and withdrawing lump sums to understand which option could be right for you.
Jul 2025
The psychological influences that could affect your relationship with money
Your relationship with money is related to far more than how much cash you have. In fact, psychological influences could be having more effect on your decisions and how you feel about wealth than you think. Find out how a financial plan could help improve how you think about money.
Jul 2025
Planning for care: Making later-life support part of your financial plan
While many people live independently later in life, planning for potential care costs could provide you with more options should you need support. Read about some of the ways you might make care part of your long-term financial plan, such as using assets to create a regular income or considering property wealth.
We're here to help
Page Kirk Financial Services LLP is authorised and regulated by the Financial Conduct Authority.
You can find Page Kirk Financial Services LLP on the FCA register here. Registered in England and Wales. Company number: OC352712. Registered office: 7 Gregory Boulevard, Nottingham, Nottinghamshire, NG7 6LB.
The Financial Conduct Authority does not regulate cashflow modelling. Investments may fall as well as rise, you may not get back what you put in.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
© Page Kirk Financial Services 2023. All Rights Reserved
Production