Buy your annuity At present you must buy your annuity by your 77th birthday. The rules may change in the future. If they do change we will provide all the necessary information here on our website.
Talk about your home Do you want to move to a smaller property to benefit from the equity?
Review your will No-one likes to think of their loved ones passing away but there is much benefit in discussing your will with your spouse or partner – and a solicitor – and making sure it is up to date.
Leaving an inheritance Many people want to leave an inheritance for their children or family. It’s important for you both to discuss this and agree what you might like to leave to people and how to reduce the tax burden.
