Alpha Investments and Financial Planning

Retirement and Estate Planning Experts.

With the rise in dementia and increasing levels of Inheritance Tax, taking control of your estate planning has never been more important. That’s why our Retirement and Estate Planning Scorecard gives you a clear, comprehensive snapshot of where you stand — and what needs attention — across every key area of later-life financial security.

From making a valid Will (so your estate doesn’t fall to the Crown) to creating a robust Lasting Power of Attorney (LPA) and establishing trusts when appropriate, the Scorecard walks you through what’s essential — ensuring your financial legacy and personal wishes are protected, whatever the future brings.

Use it to highlight gaps, reduce unnecessary tax burdens and give you peace of mind that your estate is in order. Most importantly, it gives you confidence that your loved ones will be looked after, your affairs handled with clarity — and your intentions honoured.

Whether you’re reviewing plans you made years ago or creating an estate plan from scratch, the Scorecard gives you a structured, easy-to-follow starting point. Because planning ahead isn’t about reacting — it’s about being ready.