Our specialist financial planning services are designed to help you manage complicated or sensitive situations.
Looking at financial matters may feel overwhelming after a loved one dies.
There are various benefits that you may be entitled to if a loved one has passed away, such as a bereavement allowance and widowed parent’s allowance. Additionally, when a loved one dies, their estate will normally have to pay any tax due before any inheritance is distributed to their heirs.
PK Group can help answer these questions and guide you throughout the process.
Do you have a child or partner preparing for university or college?
Throughout higher education, students are exposed to two main costs:
- Tuition fees
- Living costs
They can apply for student finance to help with both. All eligible students can get a Tuition Fee Loan to cover the full cost of the fees charged by the university or college.
PK Group can also provide financial advice on how to fund for long-term care.
We follow a strict code of conduct and ethics, and take responsibility for the suitability of any product we recommend.
Our specialist care fees advisers can offer advice on products from across the whole market, demonstrating their vast understanding of the many issues you might have to consider when it comes to funding long-term care.
Going through divorce is a challenging time both emotionally and financially.
PK Group can help you navigate the financial complexities of a divorce providing assistance in a number of ways:
We are here to support you.
PK Group offers insurance and assurance services designed to help during unexpected times.
Our advisers can provide guidance and set up a variety of plans and arrangements, such as:
- Income protection
- Critical illness cover
- Mortgage protection advice
- Life insurance
- Family income benefit
We have first-hand experience of working with individuals dealing with a life-changing injury.
We combine an empathetic approach to handling client needs with the technical skills to quantify what your requirements might be. Typically assisting the solicitor, we have the skills to review your situation, create a long-term plan to help protect the claim funds and manage the investments to meet your ongoing financial needs.
PK Group appreciate that it is important to treat older clients, their families, and representatives with additional consideration.
Our SOLLA accreditation means you can be assured we have the best expertise to best understand later life financial needs and provide advice that is right for you and your family.
Download our guide to trusts
Establishing what type of trust to set up can seem confusing. Trusts can help manage, protect and pass on assets.
Our guide explains the benefits of setting up a trust, who uses them, the roles within a trust and the setup process.
PK Group provide tailored advice on tax planning, financial planning, wealth management and mortgages.
Some of our services include:
- Retirement and pension planning
- Long-term financial planning goals
- Inheritance tax (IHT) planning
We're here to help
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A comprehensive resource library containing tax calculators, allowances & deadlines.