Monthly Archives: May 2017

Is an Annuity a good investment? At Heritage Wealth, we appreciate that deciding what to do with your pension fund is one of the most important financial decisions you will have to make. There are various options available to you and now is a good time to seek professional advice, to ensure that whatever decisions [...]

Family & Business Succession Planning Death is understandably a topic that people don’t like to think a lot about. But as we all know, it’s an unavoidable part of life. By putting financial measures in place now you may be able to make this time less difficult for your loved ones. In the past, “Estate [...]